A digital risk assessment for wealth management professionals

No credit card. No obligation. Unlimited use with up to 5 clients.

For the advisor

Increase AUM growth by 3%

RiskMetrics helps you increase your client retention rate, growing your assets under management faster than competitors.

Boost your revenue

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

Reduce time spent with compliance

Meet the requirments of your regulators and easily document as well as quantify your clients' risk profiles.

Stay on top of the latest updates and releases!

Subscribe to our newsletter.

Contact us

Have any questions? Don't hesitate to reach out.

Ready to get started?

Choose the right plan for you or try for free