Solution introduction

Show prospects they’re invested wrong. Prove to clients they’re invested right with Riskalyze

Showcase your expertise with the industry’s leading risk tolerance platform, trusted by tens of thousands of financial advisors

Give your clients the #1 risk assessment
Use the Next gen risk assessment — designed to go beyond basic questionnaires — to change the conversation around risk tolerance. When financial advisors aren’t afraid to talk about risk, investors aren’t afraid to make the right decisions. Riskalyze is built to quantify a client’s risk tolerance in less than 5 minutes. And the beauty of it lies within its adaptive, dynamic format. Using real dollar amounts, each question builds off the last to make a truly interactive experience.

Build the perfect proposal
At Nitrogen, we call it the “ACAT form moment” when advisors deliver state-of-the-art proposals built upon the Risk Number. Prospects simply ‘get it.’

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.