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2016 Finalist: Riskalyze

Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

Despite all of our advances in technology, the world still invests the vast majority of its financial assets using a combination of gut instincts, hunches, emotionally driven decisions and “what we learned in college.” 

As a result, when markets pull back, investors typically pull the plug—locking in horrible losses, sitting out the recovery and waiting until the market “feels safe” again to reinvest at the top, and repeat the cycle. 

Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. 

Our core technology is built on the academic framework that won the Nobel Prize for Economics in 2002.

AARON KLEIN
CEO, Riskalyze

For more information, please visit www.riskalyze.com

Award Category:

  • Digital Advisors (Robo)
  • Risk Tolerance/Client Profiling

Finalist Initiative:

  • Autopilot
  • Riskalyze

Read more about the WealthManagement.com Awards 2016

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