Empowering the World to Invest Fearlessly

Riskalyze is proud to partner with WIS to equip advisors with sophisticated analytics that power business growth, client engagement, and documentation of your fiduciary process. Here you’ll find training and onboarding resources to empower fearless investing.

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What WIS Advisors Can Expect with Riskalyze

DRIVE BUSINESS GROWTH

Leverage the power of the Risk Number to incite curiosity in prospects, deliver risk aligned proposals, and expand the impact of your firm.

SET CLIENT EXPECTATIONS

“Now that my clients know their Risk Number and understand their 95% Probability Range, my phone no longer rings off the hooks when markets are volatile.” – Shay, Advisor in Florida

DOCUMENT YOUR FIDUCIARY APPROACH

Clients sleep well at night knowing you’re acting in their best interests, and you sleep well at night knowing you can prove it quantitatively.

Tech Integrations

eMoney
With our eMoney integration, you can connect Riskalyze to your emX account for single-sign-on capabilities and Risk Number visibility for you and your clients in your planning platform.
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Black Diamond
Riskalyze and the Black Diamond Wealth Platform go hand-in-hand. Create proposals in Riskalyze, implement them in Black Diamond, and sync client profiles and accounts as you go.
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Resources

See powerful stories about how other advisors are engaging with investors and leveraging sophisticated analytics to empower clients to invest fearlessly.

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Dive into research and best practices from the Riskalyze team. From proprietary data on investor risk, to practice management insights, we’ve got you covered.

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Riskalyze Academy is the self-directed learning platform at your fingertips 24/7. Now, you can certify yourself with a library of lessons full of interactive media, and it’s all included in your Riskalyze subscription.

Pro Tip: Brand new to Riskalyze? Try the “Getting Started with Riskalyze” learning path.

Riskalyze academy

If a picture’s worth a thousand words, how about a video? From Live Training 101, you can attend or watch at any time; to an ongoing series of best-practice webinars, our Customer Success Team has an event invitation right inside of your Riskalyze account. Missed a webinar and want to watch the replay? Check out our webinar recordings.

Online events

Join Team Riskalyze for an in-depth 4.5-hour classroom-style training in a city near you. Whether you’re brand new to the movement, or have been using Riskalyze for years, you’ll be sure to level-up your skills and take valuable curriculum back to the office.

Bootcamp is a must for every user of Riskalyze.
– Kory, Advisor in Florida

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Need some extra guidance? The industry’s best support team has your back. Your quickest bet is using the live chat feature under the Help button inside of Riskalyze, and we’re pretty fast in our email inboxes as well. Want to hop on the phone? We’re standing by during business hours at (530) 748-1660.

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Meet Your Team

We are proud to partner with WIS and have dedicated resources at both firms to help you get started with Riskalyze and answer any questions you may have.

Riskalyze Contacts: Have a question for Riskalyze or want a demo? Shoot us an email at [email protected]or call 855-RISKALYZE.

WIS Contact: For any internal questions on how to get set up with Riskalyze, please reach out to your home office point of contact, Dave Bibo at [email protected] or Rinaldo Ritonga at [email protected]