A Brand New Riskalyze Experience
Explore an edge-to-edge, beautiful design that maximizes screen real estate. With an improved client-facing experience and better ways to search for and import new clients, Riskalyze feels brand new with the same familiarity and intuitiveness the platform has always had.
Watch the special event to learn more about what's new, or log in to your account and experience the new Riskalyze for yourself!
Watch the special event to learn more about what's new, or log in to your account and experience the new Riskalyze for yourself!
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Riskalyze GPA
Meet the brand new metric that showcases return efficiency. Starting now, advisors can win new prospects by highlighting that some investments do a much better job rewarding risk. And because it is both objective and quantitative, you'll soon see GPAs on the account, portfolio and model level.
Learn more
Learn more
Multiple Opinions
It's our most requested feature: an optimized workflow for capturing multiple opinions about what a client’s Risk Number should be. Whether you gather opinions from spouses, 10 members of an investment committee for a non-profit endowment, or even use it to gather risk tolerance for segmented buckets of money, advisors can easily reconcile those opinions into one simple risk target.
All-New Client Profile
Let's paint an even better picture about how much risk the client wants, how much they have in their portfolio, and how much risk they need to take to reach their goals. The new Client Profile features side-by-side portfolio analysis and deeper retirement insights, complete with the ability to send a Check-in to the client.
Watch the Keynote
What a day. We captured today's special event live at the Fearless Investing Summit so you can tune in and catch up on all the latest Riskalyze updates.
Enjoy!
Enjoy!
Watch the Keynote
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