Riskalyze

Riskalyze quantifies client risk tolerance and aligns it with a portfolio’s risk profile. Advisors import accounts, measure each investment’s risk number, and illustrate potential upside/downside. Proposed adjustments show how changes affect overall risk. Basic portfolio management features are included. Riskalyze suits advisors wanting a risk-centric approach to portfolio construction and client communication, ensuring recommended investments match each client’s tolerance levels.