“I’m not going to pretend to be an expert in the mechanics of trading. I use Autopilot so I can add more value as a financial planner. Hands down, Autopilot is 10x more efficient than anything else available.”
“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.”








