Riskalyze Volatility Related Testimonials



Riskalyze Customer Testimonial

Being in a late-stage of an economic cycle, clients and prospects must understand that volatility will increase. Riskalyze provides us with the tools to explain to clients and have them understand it will be a bumpy road, but everything we do is for the long term.

Kyle Leonard, Financial Advisor, Fund Direct Advisors

Riskalyze Customer Testimonial

I can finally SHOW a client that their goals (volatility tolerance) are in line with the portfolio they are invested in.

Thomas Davis, Financial Advisor, Tom Davis

Riskalyze Customer Testimonial

It has distilled the risk assessment process and portfolio volatility risk matching so that our clients better understand performance versus risk.

Michael Simms, Partner, I.A.R., Veracity Financial Services

Riskalyze Customer Satisfaction Rating

Jordan Sathoff, a Financial Advisor at Pilot Grove Investment Services, would recommend Riskalyze for this reason:

Riskalyze has been a great addition to our practice. It provides a perfect starting point with new and existing clients and gives them a simple way to understand risk and potential volatility in their portfolio.

Riskalyze Customer Testimonial

Riskalyze has taken the mystery out of clients understanding the dollar risk to their portfolio. By properly aligning the portfolio to their risk we can now better focus our time on delivering value added service to our clients.

Wayne Brooks, Financial Planner, Leigh Baldwin & Co, LLC

Riskalyze Customer Testimonial

The clear winner is that I can physically show clients that their investments match with their risk expectations. It also allows clients to make an educated decision as to whether or not anything should be adjusted to reach their financial goals.

Robert Ebert, Registered Financial Consultant, FSC Securities Corporation

Riskalyze Customer Testimonial

The conversation with clients has changed considerably from starting with “What’s my return?” to “What’s my risk level?” Our clients seem to have a better understanding of the relationship between risk and return and rarely question or even utter the word ‘performance.’

Kris Maksimovich, CEO, Global Wealth Advisors

Riskalyze Customer Testimonial

Riskalyze has changed my client meeting and onboarding process completely. I no longer talk about portfolio construction. I talk about aligning the client’s goals and risk tolerance with the appropriate risk-based portfolio.

Shayne Lester, CFP®, Financial Advisor, United Planners' Financial Services of America

Riskalyze Customer Testimonial

Riskalyze allows us to operate in our clients’ best interest while providing them peace of mind in knowing they are invested within their desired risk tolerance. The addition of the portfolio GPA score, stress tests, and other analytics have been great as well.

Jordan Sathoff, Financial Advisor, Pilot Grove Investment Services

Riskalyze Customer Testimonial

I am much more confident that the portfolios I construct for my clients actually suit their risk tolerance than if I was dealing with the ambiguities of a verbal questionnaire. Riskalzye is good for Investment Policy Statements, planning, and compliance.

Cheryl Johnson, Financial Advisor, SeaCrest Wealth Management

Riskalyze Customer Testimonial

A history of client interaction with risk questionnaires and check-ins provide the documentation that I’ve been through the process with clients.

Financial Advisor, Small Business Financial Services Company

Riskalyze Customer Testimonial

With the risk assessments and check-ins, it would be very hard to say we aren’t acting in our client’s best interest.

Tom Till, Financial Advisor, APPS Financial Group, Inc.

Riskalyze Customer Statistic

98% of surveyed advisors use Riskalyze as a compliance safeguard in their practice.

98%

Riskalyze Customer Testimonial

Riskalyze has provided my clients with a visual representation of what they could potentially expect from their investments. I feel this has strengthened their belief in the planning process and the advice I am providing them.

Hunter Hernandez, Certified Financial Planner (CFP), Carlton, Hofferkamp and Jenks Wealth Management, LLC

Riskalyze Customer Testimonial

Riskalyze does the best job of showing risk vs. return and allows us to draw a direct link from their individual risk tolerance to their portfolio allocation.

Financial Advisor, Small Business Financial Services Company

Riskalyze Customer Testimonial

Using the risk questionnaire has completely changed the way my clients understand their risk tolerance. This allows me to confidently allocate them with clear expectations going forward.

David Rupp, Financial Advisor, Rupp Financial

Riskalyze Customer Statistic

88% of surveyed advisors reported their client retention rate had increased to at least 95% since using Riskalyze.

88%

Riskalyze Customer Statistic

It works if you use it

80% of advisors that began using Riskalyze the first week realized a return on investment within the first 3 months.

80%

Riskalyze Customer Statistic

84% of surveyed advisors were able to use Riskalyze with clients/prospects within the first week.

84%

Riskalyze Customer Testimonial

We use Riskalyze in every client update meeting to document the level of risk clients are comfortable with and capture their current Risk Number. We also use it to monitor [the risk in] our model portfolios, and test changes within those models.

Kris Maksimovich, CEO, Global Wealth Advisors