Boutique Firm Grows by Millions of Assets in One Year With Riskalyze
- ‘Twas the night before Christmas and all over our televisions, media everywhere were warning viewers about the worst December market downturn since the Great Depression.
- After the market took a sudden downturn over the 2018 holiday season, this advisor received a series of concerned phone calls – not from worried clients, from prospective ones.
- “Riskalyze gives us the ability to communicate with clients about risk in a way that is so simple, they can discuss it around the dinner table with family – that in itself is invaluable.”
Ready to create fearless
investing stories of your own?
The world’s best fintech specialists would love to show you around.