A digital risk assessment for wealth management professionals

No credit card. No obligation. Unlimited use with up to 5 clients.
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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 requirements set out by your regulators and easily document as well as quantify your clients' risk profiles.

See what others are saying

By far the best risk tolerance questionnaire I have ever done and the report is stellar.
Adam Bornn - Founding Partner, Parallel Wealth Financial Group.

Contact us

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

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