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SUCCESS STORY

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.”
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