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A digital risk assessment for wealth management professionals

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

Advisor Dashboard

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

Market Simulations

Behavioural analysis and market simulations to assess your risk profile.

Risk Report & Compliance Check

Meet the strictest regulatory standards and receive a custom 16 page report.
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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.

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Contact us

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

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