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SUCCESS STORY

Advisor Attributes $20M+ Revenue Increase to Using Riskalyze

  • This advisor believes in the power of technology to efficiently scale a business, which is why, after purchasing a financial planning firm and undergoing a rebrand, Riskalyze played a key role in transitioning clients.
  • See why Charlotte implemented Riskalyze Elite across her entire firm and uses it to standardize her process, engage clients, dive deep into analytics, and grow her business.
  • “I view my role as a coach. The days of telling a client what to do are over – Riskalyze helps us empower our clients so they can feel more in control of their finances.”
The Elite Advisory Firm _ Case Study_Page_1

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