RISKALYZE
A platform that mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.
Built on a Nobel Prize-winning framework
Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number®, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain with a 95% Probability Range. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.
About Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly.
Ask Us about Riskalyze at your next appointment!
Information provided in this report was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. It is important to know that historical performance does not predict future performance and that significant losses can occur in your investments. The performance of an account is impacted by numerous economic and market factors and all performance noted is net of advisory fees. Accounts are traded differently so performance and holdings may vary between accounts with similar objectives.