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Partnership Announcement

Riskalyze + Carson Group

empowering the world to invest fearlessly

Show Prospects they're invested wrong. 

Prove to clients they're invested right. 

 

Get a demo

 

With the Riskalyze and Carson Group partnership, eligible advisors now have access to:

  • Discounted pricing
    • Riskalyze Select 10% discount: $250  $225/month
    • Riskalyze Elite 15% discount: $350  $297.50/month
    • Even greater discounts available for offices
  • Drive alignment between your clients and their portfolios by eliminating stereotypes and using a leading scientific theory to objectively pinpoint a client's risk threshold.
  • Document your fiduciary approach and showcase alignment between portfolio construction, risk tolerance, and risk capacity.
  • The ability to leverage the Risk Number® and turn it into the best client acquisition tool you've ever seen.
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Questions? Please contact sales@riskalyze.com