Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
We’re excited to announce that starting today, advisors now have an even greater set of choices for deciding which market risk assumptions to use when driving the Risk Number® and 95% Historical Range analytics for portfolios.
This calculates the Six Month Historical Range based strictly on average return data, and does not incorporate capital market assumptions. This will allow Riskalyze to more closely match other portfolio analysis tools that use average annual returns.
In either case, Riskalyze uses actual past return, volatility, and correlation statistics to calculate a portfolio’s Risk Number, and the upside and downside risk of the Six Month Historical Range. Please note that we haven’t changed the default for any existing users — they all have Advanced Risk Modeling enabled. Advisors can easily set their preferences in Settings > Account Details > Risk Model.
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