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Risk Assessment

Riskalyze

Quantify client risk tolerance and align portfolios with proprietary Risk Number® technology

SOC 2 Type II
1000+
ISO 27001
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Category
Software
Ideal For
Financial Advisors
Deployment
Cloud
Integrations
50++ Apps
Security
Role-based access control, data encryption, audit logging, compliance monitoring
API Access
Yes, RESTful API for portfolio data integration

About Riskalyze

Riskalyze is a comprehensive risk assessment and portfolio management platform engineered for financial advisors, wealth managers, and investment professionals. The platform's proprietary Risk Number® technology quantifies individual client risk tolerance on a scientifically-validated scale, enabling advisors to align investment portfolios precisely with client preferences and financial goals. Core capabilities include risk profiling questionnaires, portfolio analysis and optimization, stress testing scenarios, and client engagement tools that facilitate meaningful conversations about investment strategy. The platform generates actionable insights that help advisors identify risk misalignments, optimize asset allocation, and demonstrate value through customized reporting. When deployed through AiDOOS, Riskalyze benefits from enhanced governance frameworks, streamlined integrations with custodial and portfolio management systems, and optimized scalability for multi-advisor firms. AiDOOS enables better deployment coordination, compliance oversight, and seamless data synchronization across advisory teams, improving operational efficiency and client outcomes.

Challenges It Solves

  • Difficulty quantifying subjective client risk tolerance accurately
  • Portfolio-to-risk-profile misalignment leading to client dissatisfaction
  • Time-consuming manual portfolio analysis and optimization processes
  • Inadequate tools for stress testing and scenario planning
  • Poor client communication around investment risk and strategy rationale

Proven Results

87
Improved alignment between client risk tolerance and portfolios
72
Reduced time spent on risk assessment and analysis
64
Enhanced client confidence and retention through education

Key Features

Core capabilities at a glance

Risk Number® Assessment

Scientifically-validated risk profiling

Quantifiable, consistent client risk tolerance measurement

Portfolio Analysis & Optimization

Data-driven allocation recommendations

Identify and eliminate risk misalignments efficiently

Stress Testing Engine

Scenario modeling and historical analysis

Validate portfolio resilience across market conditions

Client Engagement Tools

Interactive reports and risk visualization

Facilitate informed client discussions and buy-in

Compliance & Reporting

Automated regulatory documentation

Streamline suitability documentation and audits

Multi-Asset Class Support

Comprehensive portfolio coverage

Analyze stocks, bonds, alternatives, and crypto holdings

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Real-World Use Cases

See how organizations drive results

Client Onboarding
Use Risk Number assessment during new client intake to establish baseline risk profile and recommended portfolio allocation aligned with goals.
78
Faster onboarding with better risk alignment
Portfolio Rebalancing
Identify drift from target allocations and stress test rebalancing scenarios before execution to minimize disruption and tax impact.
65
Optimized rebalancing with reduced client friction
Risk Tolerance Reviews
Conduct periodic reassessments of client risk tolerance changes due to life events, market conditions, or financial status shifts.
81
Proactive strategy adjustments prevent misalignment
Fiduciary Compliance
Document suitability analysis and risk-based recommendations to strengthen fiduciary defense and regulatory compliance posture.
72
Enhanced compliance documentation and audit readiness

Integrations

Seamlessly connect with your tech ecosystem

S

Schwab Institutional

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Direct integration with custody platform for real-time portfolio data and seamless client account linking

F

Fidelity Institutional

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Bi-directional data sync for portfolio holdings, cash positions, and account-level information

E

E*TRADE Advisor

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Portfolio import and rebalancing capability within Riskalyze platform

O

Orion Portfolio Management

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Integration for portfolio analytics and reporting workflows

A

AssetMark

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Unified risk assessment and model portfolio alignment

S

Salesforce CRM

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Client data synchronization and engagement tracking

M

Morningstar Data

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Enhanced fund analysis and performance benchmarking

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

See how it works for your team

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Alternatives & Comparisons

Find the right fit for your needs

Capability Riskalyze Roostify RightCapital MetricStream
Customization Good Excellent Excellent Excellent
Ease of Use Excellent Excellent Excellent Good
Enterprise Features Excellent Excellent Excellent Excellent
Pricing Good Good Good Fair
Integration Ecosystem Excellent Excellent Excellent Excellent
Mobile Experience Good Good Good Good
AI & Analytics Excellent Good Excellent Good
Quick Setup Good Good Good Fair

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Frequently Asked Questions

What is the Risk Number and how is it calculated?
The Risk Number is Riskalyze's proprietary assessment that quantifies client risk tolerance on a 0-99 scale using behavioral finance science. It analyzes client responses to market scenarios and financial situations to determine objective risk capacity and psychological risk tolerance, enabling precise portfolio alignment.
Can Riskalyze integrate with our existing custodial platform?
Yes. Riskalyze integrates with major custodians including Schwab, Fidelity, E*TRADE, and many regional platforms via direct API connections or secure data feeds. AiDOOS can help optimize integration setup and ensure seamless data synchronization across your advisory infrastructure.
How does stress testing work in Riskalyze?
The platform models portfolio performance across historical market scenarios (2008 crisis, dot-com bubble, etc.) and hypothetical stress conditions. Advisors can adjust allocations in real-time and visualize outcomes, helping clients understand downside risk and validate strategy appropriateness.
Is Riskalyze suitable for solo advisors or only larger firms?
Riskalyze scales effectively from solo practitioners to large RIA firms with hundreds of advisors. Pricing is typically based on user seats and AUM managed. Even solo advisors benefit significantly from automated risk assessment and compliance documentation capabilities.
How can AiDOOS enhance our Riskalyze deployment?
AiDOOS provides managed integration services, compliance governance frameworks, and scalability optimization for multi-advisor teams. We coordinate custodial data connections, ensure regulatory compliance, and optimize platform workflows to maximize advisor productivity and client outcomes.
What compliance standards does Riskalyze support?
Riskalyze maintains SOC 2 Type II and ISO 27001 certifications, supporting fiduciary compliance for RIAs, supporting documentation for suitability analysis, and regulatory audit readiness across SEC and FINRA requirements.