Riskalyze is now available!
Join us for a live webinar introduction to Riskalyze on January 31, 2023 at 4:00pm EST.
Click here to register!
Riskalyze helps you illustrate your expertise through the lens of risk. Approved for all ESI Investment Advisor Reps, Riskalyze allows you to quantify your clients’ risk tolerance in a simple to understand score and show them if it matches how they are actually invested and how you could align them to that risk score.
Click here to learn how it works.
For details regarding how Riskalyze can be used as well as branding and disclosure requirements, click here to view the Field Notice.
How can Riskalyze help me build my business?
Riskalyze can help with a range of opportunities, including:
- Monitoring Client Psychology
Wouldn’t it be great if you could get an early warning signal when a client relationship needs care? - Generating & Converting Prospects
Embed a prospect generation questionnaire on your website and incite curiosity with the powerful phrase, “What’s Your Risk Number?” - Uncovering Held-Away Assets
Leverage Riskalyze to get a holistic view into a client’s assets and empower them to invest those assets fearlessly. - Hosting Virtual Client Meetings
Whether your clients are across the room or across the country, you can effortlessly launch a virtual meeting with just two clicks. - Reframing Client Expectations
You know better than anybody that clients want to know what’s “normal” for their portfolio. You have the answers, and we can help you illustrate them. - Kick Starting Financial Planning
Not every client wants a comprehensive financial plan right off the bat. That’s where Riskalyze comes in. - Quantifying Risk Tolerance
The old way of assessing risk simply doesn’t cut it anymore. See how the world’s #1 risk tolerance questionnaire has redefined quantification of risk. - Managing Retirement Plans
Retirement Plans is your one-stop solution to empower every plan participant to be invested consistently with their risk tolerance and do so at scale. - Generating Compelling Reports
What if you could create a personalized, engaging client report that your clients will actually want to read and understand? - Discussing A Concentrated Holding
Walk your clients through the decision-making process about a concentrated or sentimental stock position and encourage them to invest objectively. - Discovering Great Investments
Meet Discovery — the intelligent way to search the universe of securities and find the perfect fit for your clients and their portfolios.
Does Riskalyze integrate with any of our existing technology platform?
Yes, Riskalyze will integrate with Redtail, SmartOffice, MoneyGuide Pro, eMoney and NFS.
Which plans are available, and what is the cost?
Two plans are approved and available at a discounted price:
Riskalyze Select $225/month
Riskalyze Elite $297.50/month
How do I learn more?
Join us for a live webinar introduction to Riskalyze on January 31, 2023 at 4:00pm EST.
Click here to register!
How do I subscribe?
You can sign up with Riskalyze directly by calling 866-477-2940 or send an email to hello@riskalyze.com. You can also schedule a demo of Riskalyze by going to https://calendly.com/rsk-sdrs/personalized-demo/.
Help/Questions
If you have any questions about this notice, please contact Richard Whalen at 800-344-7437.
Your personalization of Riskalyze must receive approval from the Advertising Guidance Team prior to first use. Inclusion of a security in the Riskalyze tool does not guarantee that it has been approved for use by ESI.
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