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SUCCESS STORY

Equity Concepts has a 90% Close Rate Using Riskalyze

  • See how the Equity Concepts team used Riskalyze to get to a 90% close rate in prospect meetings. Incredible!
  • "Clients are blown away by it. They’re able to see exactly how they’re allocated, and the Risk Number makes sense to them.”
  • Once the Equity Concepts team realized the impact Riskalyze made in constructing portfolios and reviewing current portfolios, they were able to move beyond typical stereotypes like "conservative" and "moderate."
Cambridge-Equity Concepts Case Study v3_Page_1

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