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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.

QUESTION:
"Am I going to be okay? Will my money run out?”
QUESTION:
"Why don't we go on the sidelines until next year?"
QUESTION:
"What happens if there is a second wave and it ends up being worse?"
QUESTION:
"Is my portfolio diversified?
It's hard to tell from my statements"
whitepapers

 


WHITE PAPER

Using Risk to Manage Client Expectations

  • Reduce the number of "talk me of the edge" phone calls every time there's       volatility in the market.
  • Learn how to use an investor's capacity for risk to create a long-term investor.
  • Build trust, get clients to stick with you, and bring new prospects onboard.

 
"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!

     

    EXPLORE RISKALYZE

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    See a full guided walkthrough of the Riskalyze platform!