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Risk profiles made simple forfinancial advisors

With our easy-to-use tool, you can quickly and accurately assess your clients' risk profiles, allowing you to provide better advice and support to help them achieve their financial goals.

A digital risk assessment

Expertly designed for wealth management professionals

Our digital risk profiling questionnaire is the perfect tool for financial advisors looking to efficiently and accurately assess their clients' risk profiles. With a straightforward and user-friendly interface, our software provides actionable insights to help you make informed decisions and guide your clients towards their financial goals.

Advisor Dashboard

An intuitive, simple interface to easily see your clients in one place.

Market Simulations

Behavioural analysis and market simulations to assess client risk profiles.

Risk report and complaince check

Meet the strictest regulatory standards and identify behavioural blind spots.

Increase AUM by 3%

Increase your client retention rate and grow your assets under management faster than competitors.

Boost revenue

The average advisor nets an extra $9000 a year in revenue using RiskMetrics.

Reduce time on compliance

Meet your regulatory requirements, protect yourself from lawsuits and easily document and quantify clients' risk profiles.

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Parallel Wealth

“By far the best risk assessment I have ever done and the report is stellar.”

Adam Bornn
Founding Partner, Parallel Wealth

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