Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Customer Reviews
Sean V.
Advanced user of RiskalyzeThe Riskalyze software allows us to know the exact amount of risk a client want to take as well as the exact amount of risk the client is currently taking. It also provides the ability to show the clients a retirement map to help them save for their future. Riskalyze also creates an Investment Policy Statement which is a clear benefit for both of our relationships. The very first client we used it on moved enough money to pay for the software due to the detail that Riskalyze provided!! It has been the best investment in to our practice that we have made.
Nothing, the software, support and tools are easy to integrate into your business. When we joined the onboarding team was great at helping us get trained as well as directing us to different self training sites for the furtherance of our training. The software is very robust and can be a little intimidating at first, this could be a problem for a busy advisor trying to integrate this into their practice.
The problems we are solving are making sure the portfolios are the exact risk tolerance the clients wants. The benefit is that is removes the emotion out the process. Riskalyze also allows us to set a clear expectation on their money and gives a clear path for discussion when it comes to the management of that.
