2020 has been one of the most disruptive years to the market in recent memory. The best financial advisors are adapting to this uncertain future by having a healthy conversation about risk with their clients, aided by powerful software tools that help them illustrate the answers to these countless fear-based questions.
SOLUTION: RETIREMENT MAPS + TIMELINE
Let us guess... your clients also want amazing returns, an early retirement, and zero risk! Helping clients see and visualize the tradeoffs of a basic Retirement Map can help frame their risk capacity and create buy-in for the plan you've built for them.
You've always been able to see how a client's portfolio would have performed during specific market events, but now you can run a portfolio through a market timeline and compare it to just the right benchmark to make your point. Save a variety of different contexts, create custom scenarios, and compare them to your suggestions and Risk Number models.
Use preset market scenarios to illustrate hypotheticals with your client. With a click, you can show a client how their portfolio might have performed in 2008, or a bull market like 2013. Stress Tests are a game-changer when it comes to helping clients commit to their portfolio.
SOLUTION: DETAILED PORTFOLIO STATS
Powerful portfolio analytics help you analyze the data that matters so you can make informed decisions. Tools such as modeled performance comparison, sector breakdowns, risk/reward scatter plots, and correlation charts arm advisors to show their clients the care and expertise you've put into their portfolio.
"Risk is at the forefront of every client's mind...it's all centered around risk."
- ADAM ANTONIADES, CEO OF CETERA
"[Riskalyze] has distilled the risk assessment process and portfolio volatility risk matching so that our clients better understand performance versus risk."
- KYLE LEONARD, FUND DIRECT ADVISORS
"I can finally show a client that their goals are in line with the portfolio they are invested in."
- THOMAS DAVIS, FINANCIAL ADVISOR
"Riskalyze provides us with the tools to explain to clients and have them understand it will be a bumpy road, but everything we do is for the long term."
- MICHAEL SIMMS, VERACITY FINANCIAL SERVICES
GO BEYOND THE BASIC QUESTIONNAIRE
Because not having risk alignment in 2020 is like not having a computer on your desk in 2000.
Tens of thousands of advisors have already chosen Riskalyze to help them align their clients’ risk tolerance with their portfolios, deliver visually-engaging advice, build proposals, manage expectations, and more. The best part: Our platform comes with free onboarding and an industry-leading support team, so we’ll make sure you’re set up to use Riskalyze in the way that makes the most sense for your firm, with the biggest ROI!
See a full guided walkthrough of the Riskalyze platform!