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.
The mobile app is here! Your "Remote Control for Riskalyze" is now available in Apple's App Store.
Development was originally announced at our second-annual Fearless Investing Summit, and now you can execute on some of your most-important tasks quickly so you can get back to what you’re doing, with minimal disruption while you’re out of the office.
So, what can you do when you’ve got Riskalyze with you, wherever you go? Let’s take a quick look.
Clients and Prospects at Your Fingertips
Keep your client's risk profiles with you wherever you go.
You can check on recent questionnaire completions and respond to new leads with one of two pre-built email templates.
The app also gives you insights into which clients have completed a recent Check-In so you can respond to them from the app as well.
No need to grab a pair of oven mitts to help with those hot leads from your Riskalyze Lead Generation Questionnaire, open the mobile app instead.
Process Trades with a Few Taps
Whether on desktop or mobile, Autopilot unlocks the power of Trading Automation in Riskalyze. With the Riskalyze mobile app, you can review your Trading Inbox and take any actions needed with just a tap of your finger.
Now, it’s no problem if you need to approve or snooze trades while you’re out on the back nine with a client. ⛳️
Adding the Riskalyze mobile app to your arsenal is completely free, and getting started couldn’t be easier. Simply use the same credentials you use to sign into Riskalyze in your browser, and you'll be all set to connect with your clients and make fearless investing decisions while you’re out and about.
Availability for Android devices is coming soon.
Join tens of thousands of advisors who empower clients to invest fearlessly.BOOK A DEMO