Risk Number™

Riskalyze Introduces ‘Check-Ins’, Automated Behavioral Coaching Tools for Advisors


​Riskalyze, the company that has equipped thousands of advisors with the Risk Number™, today announced powerful new tools that revolutionize the ability of advisors to put the markets in context for their clients during client reviews, support client psychology between those reviews, and deliver consistent behavioral coaching that promotes long-term investing. 

Riskalyze & Morningstar Launch Integration Empowering Advisors to Seamlessly Evaluate Client Risk


Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, is working with Morningstar to offer advisors a streamlined solution for managing the risk in their clients’ portfolios. Advisors who use both Riskalyze and Morningstar OfficeSM can take advantage of this new integration to seamlessly access their Morningstar Office client information from within Riskalyze, and automatically update the holdings in their clients’ accounts.

Whitepaper Released: Independent Academic Research Validates Riskalyze’s Approach to Measuring/Applying Investor Risk Tolerance


Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, released its latest whitepaper today, titled Application of Preference Measurement: The Case of Riskalyze. The whitepaper independently reviews the company’s risk tolerance methodology and examines the company’s overall technical approach. Commissioned by the firm, Riskalyze was contractually prevented from influencing the opinions of the authoring academics.

Riskalyze Adds 140,000 New Investment Assets to Risk Engineering Platform


A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.

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