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Equity Concepts has a 90% Close Rate Using Riskalyze
For advisors at Equity Concepts, Riskalyze is fundamental to helping clients understand their risk tolerance.
Everence Advisors Use Riskalyze to Grow 18% YoY
This study documents how advisors who didn’t use Riskalyze grew at 11-12% year-over-year, while the advisors who did use Riskalyze grew 18-18.5%.
$150M AUM Firm Saves Thousands by Consolidating Technology Spend
Riskalyze Elite allowed David to sunset his outdated analytics technology and make risk conversations accessible and meaningful for the everyday client.
United Planner Advisors Increased Take-Home Pay by $33,792 Extra Each Year
Research unveiled that advisors actively using Riskalyze saw an average increase in take-home-pay of $2,816/month more than their peers in a year.
$300,000,000 in AUM Increase with Riskalyze
Discover how Redhawk Wealth Advisors, a large RIA with $1.2B in AUM, was able to generate 25% more AUM each year after adding Riskalyze.
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