Riskalyze Testimonials

“Sometimes a client will say they’re comfortable with losing 10% but then when you show them that’s equivalent to $20,000 on a $200,000 portfolio, they change their mind. That’s why the Risk Number matters, There’s no question that having Riskalyze has helped us to improve our conversations, retention, and growth, It has provided us with a premier, flexible risk platform for our advisors that serves as a great tool in both strong and weak markets.”

“The old way of doing business was using rudimentary questionnaires to filter clients into broad, subjective risk categories. Riskalyze is different because its objective methodology helps clients find their personal comfort zone.”