Riskalyze free. Read the latest reviews, pricing details, and features.

Riskalyze free. Does anyone use Riskalyze, and if so, is it worth the money? Anyone use an alternative they really love? Archived post. Riskalyze has helped with client relationships and retention, but it’s also enhanced David’s firm growth too. Apr 13, 2015 · We interview Mike McDaniel, Co-founder and Chief Investment Officer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Jun 24, 2025 · The fintech pioneer's latest venture, launched with Scott Hanson, Ric Edelman, and other industry luminaries, looks to succeed where he sees AI notetakers failing. Riskalyze is a quantitative way to pinpoint an investor’s risk number and build a portfolio that contains just the right amount of risk Complimentary Risk Tolerance Score Analysis by Riskalyze Free Risk Score Analysis Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisor The best Nitrogen alternatives are Orion Risk Intelligence, Morningstar Direct Advisory Suite (formerly Advisor Workstation), and Morningstar Direct. The company invented the Risk Number®, built on top of a Nobel Prize Riskalyze Free Portfolio Risk Analysis How we determine your Risk Tolerance - Watch How If undocumented properties drive a compelling use case for your application, feel free to let us know and we will consider adding it to the API spec. Riskalyze uses objective math, instead of questions subjectively designed and weighted by psychologists. Riskalyze helps us better understand the amount of risk you're comfortable taking and the return you're seeking. What is your risk number? Learn More RISKALYZE RISKALYZE Nitrogen (aka Riskalyze) is cutting-edge technology that pinpoints your acceptable levels of risk and reward. This calculator is designed to help you attach a dollar figure to your life’s work. Unlike other risk-adjusted return metrics, Riskalyze GPA was designed to address three core problems with traditional risk-adjusted return metrics; 1) help Jan 22, 2013 · Riskalyze, an online risk profiling tool, has launched a free version for advisors. Jan 12, 2023 · Riskalyze distills an investor's risk tolerance into a single number, which is used to create an investment portfolio that matches the client's risk appetite. Please consult legal or tax professionals for specific information regarding your individual situation. Sep 26, 2024 · Starting Thursday, Americans can order four free at-home COVID tests from the federal government ahead of respiratory virus season. In addition, the software computes corresponding risk measurement scores for each of our investment portfolios. It seems like a potential liability using the simplistic speed limits (risk scores) to project potential portfolio performance. For more Meeting Requests Apr 8, 2020 · Riskalyze wants to change the way you assess client risk tolerance. Riskalyze WHAT IS YOUR RISK NUMBER At Pinnacle, we use a program called Riskalyze to obtain an “objective”, quantifiable measurement of a client’s risk tolerance. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Check the background of your financial professional on FINRA's BrokerCheck. With Riskalyze Select and Elite you receive: Review of Nitrogen Software: system overview, features, price and cost information. Parish Investment Advisors was formed by three experienced partners with the belief that investment advice should be approached differently. # Displaying Risk Numbers We offer two methods of displaying Risk Numbers: **Download** our art kit **Generate** Risk Number images via CDN. Riskalyze is still our trademark, and any of our customers can continue to use it in their practice or marketing if they wish. Knowing your Risk Number® helps us ensure that your portfolio aligns with YOUR investment goals and expectations. With Riskalyze Starter, you receive: • Exclusive free access to Riskalyze’s award-winning risk assessment questionnaire, Individual Security Analysis along with Discovery- A dynamic investment research tool allowing financial professionals to search and filter results across a variety of data points. A quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. Usearch discovered 1 location for Riskalyze including locations in Atlanta · Georgia. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Discover Nitrogen's best-in-class methodology, built on industry-leading research and insights, and trusted by tens of thousands of advisors. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for The Growth Toolkit includes our Ideal Client Persona Builder, Talent Strategy Planner, Workflow Assessment, Referral Scorecard, and more. With Riskalyze Select and Elite you receive: Are my investments too risky? Are my investments too conservative? Find out right now by using this free investment risk calculator. Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. Read the latest reviews, pricing details, and features. RTQ Workflow Planning Report Mar 5, 2025 · Auburn, CA – March 5, 2025— Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the launch of Nitrogen Risk Engine. A powerful AI assistant that handles meeting note-taking Brings core Command Center functionality to firms of any size Align client risk tolerance with portfolios and proposals Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios DETERMINE YOUR PERSONAL RISK SCORE – TAKE A FREE RISK ASSESSMENT! FREE RISK ASSESSMENT QUESTIONNAIRE Legend utilizes Nitrogen, the makers of Riskalyze’s patented technology tool that quantitatively measures/assesses an investor’s capacity and comfort to accept risk. Complete the form below and click "Calculate" to see the results. Kendall Wealth Partners 315 Grand Avenue, Suite A Pacific Grove, CA 93950 Telephone: (831) 372-2257 Fax: (831) 301-2424 Susan Kendall: susan@kendallwealthpartners. Find top-ranking free & paid apps similar to Nitrogen for your Financial Risk Management Software needs. How Does Riskalyze Work? This is "Riskalyze Client-Facing Video" by Nitrogen on Vimeo, the home for high quality videos and the people who love them. Today, Nitrogen offers an all-in-one client Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Riskalyze Alternatives: Top 10 New SaaS Software in 2025 A comprehensive list of competitors and best alternatives to Riskalyze. Looking for a career? Ready to make a difference? Join the Nitrogen team and help empower the world to invest fearlessly. Using its proprietary Risk Fingerprint technology, Riskalyze quantifies risk tolerance and matches it to the Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match. Curious about StratiFi? We can show you around! Firm Executives Leverage the Client Engagement Platform for Wealth Management Firms, from the makers of Riskalyze, that equips your entire team with the tools needed to properly assess risk tolerance and risk capacity and create a repeatable, personalized client experience. , Suite 105-S Austin, TX 78759 512-410-7200 Securities and advisory services offered through LPL Financial, a registered investment advisor. The content is developed from sources believed to be providing accurate information. At the same time, I could do without the speed limit. com Riskalyze Free Portfolio Risk Analysis DETERMINE YOUR PERSONAL RISK SCORE – TAKE A FREE RISK ASSESSMENT! FREE RISK ASSESSMENT QUESTIONNAIRE Legend utilizes Nitrogen, the makers of Riskalyze’s patented technology tool that quantitatively measures/assesses an investor’s capacity and comfort to accept risk. Member FINRA / SIPC. Take an interactive tour of Nitrogen's comprehensive platform & discover how it can revolutionize your financial advisory practice. Nitrogen's Partner Store offers a collection of free and subscription-based models. Firm Executives Leverage the Client Engagement Platform for Wealth Management Firms, from the makers of Riskalyze, that equips your entire team with the tools needed to properly assess risk tolerance and risk capacity and create a repeatable, personalized client experience. As its first CEO, he led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in Craft the perfect portfolio with individual security analysis, stress tests, modeled performance, asset classification, correlation, regional exposure data, and more. You can tell your clients, "I use an analytics tool called Nitrogen to assess your risk or analyze your portfolio. It helps explain risk in a way that virtually can’t be misunderstood by both the client and the advisor. Nov 24, 2014 · Gauging a client's risk tolerance can be challenging. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for Elevate your expertise at the Fearless Investing Summit, coming to the stunning Hyatt Regency in the heart of Denver from February 18-20, 2026! This is your opportunity to immerse yourself in three transformative days dedicated to innovation, strategy, and collaboration. It helps determine an investor’s willingness to lose some or all of an investment in exchange for greater potential returns. Knowing your likely life expectancy is an important factor in making long-term financial plans. The results are powerful. I’d appreciate some ideas for basic software that I can use to plug That’s why we use Riskalyze to take the emotions out of investing. A great tool for financial advisors looking to get started on a solid social media strategy and create consistency. Riskalyze is now Nitrogen Wealth. Chuck Oliver provides a variety of services under the brand The Hidden Wealth Solution ("HWS"). StratiFi vs. Jan 23, 2013 · Riskalyze, an online risk profiling tool, has launched a free version for advisors. Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. This helps us create a tailored portfolio to suit your needs. REQUEST a Demo See Riskalyze in action Unlock your firm’s full potential with Riskalyze. Usearch identified 2 signals for Riskalyze, including: 2 Partnerships. Oct 24, 2024 · Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Nitrogen Plans For Advisors For Teams Our plans for advisors are recommended for firms with 1-2 advisors or solo practitioners Riskalyze $1,188/year* Risk Tolerance Questionnaire Basic Portfolio Proposals Custodial Integrations Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow Align client risk tolerance with portfolios and proposals Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow Hear from advisors how they achieve more with Nitrogen Learn how advisors & firms have found success with Nitrogen Learn how to drive value with Nitrogen in your firm Are my investments too risky? Are my investments too conservative? Find out right now by using this free investment risk calculator. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Sep 16, 2025 · Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. Dec 10, 2024 · Riskalyze Assessment Click hear to visit Riskalyze and take your free risk assessment today to receive a customized portfolio recommendation tailored to your unique needs. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments. Many investors’ portfolios are not in sync with their risk tolerance and RiskAlyze assists the investor to quantify Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. It utilizes powerful risk analytics to immediately assess the Risk Number associated with the outside holdings of a prospect. Ideal for professionals in the financial services . Definition What is risk tolerance? It’s a psychological aspect related to a person’s level of comfort in taking financial risk. " RISKALYZE Building Your Investment Strategy Using Riskalyze Free Portfolio Risk Analysis Jul 9, 2024 · Nitrogen Plans for Advisors offer a la carte access to the Nitrogen platform, with the Riskalyze plan starting at $99/month ranging up to Nitrogen Complete. Find out your Risk Number® for free on our Georgia Retirement Services Riskalyze service page. Get free demos and compare to similar programs. Riskalyze helps limit the back-and-forth of prospecting and put David in a position of strength from the get-go. Experience thought-provoking sessions, inspiring keynote speakers, and unparalleled networking opportunities that will IndiVideoThis calculator can help you determine how soon you can pay off your mortgage. Aug 25, 2021 · Nitrogen Recapitalized by Hg. Usearch has identified 3 executives & key decision-makers. If you relied on any of the popular risk tolerance products to construct that portfolio, here’s how you are likely to fare under the careful scrutiny of an arbitrator. Together we can take the guesswork out of your financial future. Have a call scheduled with them tomorrow but wanted an unbiased opinion. Second, our customers can absolutely choose to use the Nitrogen brand in the same way. Explore Nitrogen’s Plans for Advisors, offering a la carte access to our integrated client engagement platform. The platform’s proprietary Risk Number® technology quantifies client risk tolerance, aligns it with their investment portfolios, and helps advisors build customized, risk-optimized strategies. Start with the Riskalyze plan at $99/month, or choose Nitrogen Complete for a comprehensive toolset that includes risk tolerance, planning, and investment research, along with premium customer support and the Nitrogen Marketing Center. The Free Portfolio Risk Analysis is the start to understanding how you feel about portfolio fluctuations and how they may impact your goals. All changes to the integration data must be made in Riskalyze before reimporting the Riskalyze models within Application settings. Riskalyze's platform provides tools for analyzing investment risk, delivering 401 (k) plans, and building and implementing investment portfolios. Shockingly, when the market was up clients wanted to take more risk, and when markets were down they wanted to take less risk. The API-driven product allows software development and integration teams at financial institutions (including banks, insurers, custodians, asset An objective and mathematical approach to setting expectations for portfolio performance using a 95% probability range. As you can see, it’s shaped like a speed limit sign, so a higher Risk Number means a higher level of risk and potential return. Investors generally differ in the amount of risk they feel comfortable taking. There are productivity tools available which help take ACAT forms signed a lot faster than before. Nitrogen helps ensure that your portfolio aligns with YOUR investment goals and expectations. Discover the industry leading risk tolerance solution. Ideal for professionals in the financial services Our financial planners use Riskalyze to help measure your risk tolerance. It all starts with a risk number. Nitrogen (formerly Riskalyze) is a sophisticated software platform designed to streamline risk management by assessing and quantifying investment risks. May 9, 2023 · Riskalyze was founded in 2011, and Klein said advisors quickly saw its tools to essentially compare and match the subjective measures of risk between clients and portfolios as a growth driver. From Nitrogen platform training to marketing assets, our library of customer resources exists to help your firm get the most from Nitrogen. Riskalyze is headquartered in 470 Nevada St. HWS and Foundations are not affiliated Riskalyze Free Portfolio Risk Analysis. Feel free to check their website, it is now listed. Elevate your expertise at the Fearless Investing Summit, coming to the stunning Hyatt Regency in the heart of Denver from February 18-20, 2026! This is your opportunity to immerse yourself in three transformative days dedicated to innovation, strategy, and collaboration. You can use this Capital Asset Pricing Model (CAPM) Calculator to calculate the expected return of a security based on the risk-free rate, the expected market return and the stock's beta. Using its proprietary Risk Fingerprint technology, Riskalyze quantifies risk tolerance and matches it to the appropriate model portfolio. Today, Nitrogen is the growth platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. And by I worked at a firm that used to use Riskalyze (now Nitrogen) and they rolled out a feature to periodically send clients RTQ “check-ins”. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios I’m relatively pleased with Riskalyze and what can be done with back testing a portfolio (“here’s how it performed in 2020, 2023” etc). Get empowered to make better decisions today! Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match. Adam Schmidt is an investment adviser representative of Foundations and markets his advisory services through HWS. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework May 8, 2023 · AUBURN, CA – MAY 9, 2023 – Riskalyze, the company that invented the Risk Number® and championed the Fearless Investing Movement, today revealed the brand identity for its next decade of innovation, fueling the growth of wealth management firms: Nitrogen. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Jul 12, 2024 · Nitrogen's updates include Marketing Center, Riskalyze’s return, and transparent pricing for advisors and team solutions. View opportunities here. Riskalyze GPA is a tool used to track a strategy, investment, or a portfolio's efficiency. Aug 20, 2020 · Riskalyze is a comprehensive risk alignment platform that provides accurate risk assessment services to financial advisors. Riskalyze, has developed a process that it says takes "subjectivity & guesswork out of risk analysis. The information in this material is not intended as tax or legal advice. Today, Nitrogen is the leading client engagement platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen's resource center to download the Nitrogen Logo files, the Risk Number kit, Riskalyze GPA® graphics, brand colors, style guide, and more. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow Riskalyze is a cutting edge technology platform that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. With our rebrand, we bring new innovations and tools for growth for RIAs and advisory firms. Oct 6, 2020 · A Risk Number is a scalable and efficient way for advisors to better assess clients' risk tolerance and analyze portfolios. Aaron Klein is the co-founder of Nitrogen, the growth platform for wealth management firms, which started life as Riskalyze in 2011. Apr 27, 2020 · Bear markets beget portfolio losses, unhappy clients and, sadly, lawsuits against advisors. Nitrogen helps Financial Advisors set client expectations, grow their business, and illustrate their expertise through the lens of risk. While some people embrace risk, others may tend to avoid Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios The old way of assessing risk involves using outdated methodologies that don’t reveal true risk tolerance. Read user reviews from verified customers who actually used the software and shared their experience on its pros and cons. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for Measure risk tolerance, create personalized proposals, and confidently guide clients to retirement readiness - all in one platform. As a portfolio risk analysis tool, it helps clients gain a better understanding of their portfolio’s current and desired risk level. It offers comprehensive tools that enable financial advisors and institutions to evaluate client portfolios, align investment strategies with risk tolerance, and ensure regulatory compliance. In finance, the Capital Asset Pricing Model is used to describe the relationship between the risk of a security and its expected return. New comments cannot be posted and votes cannot be cast. Moreover, comprehensive risk assessment facilities offered by the platform eliminates stereotypes reducing risks in real-time. Riskalyze is a leading risk assessment and portfolio management platform designed for financial advisors, wealth managers, and investment professionals. Life in a Box Personal Financial Website Overview Riskalyze Free Portfolio Risk Analysis Sep 16, 2025 · Nitrogen revolutionized how financial advisors and wealth management firms grow with the launch of Riskalyze in 2011. The Riskalyze GPA is presented in a manner that makes financial goals and constraints approachable and easier to interpret. Get empowered to make better decisions today! Riskalyze is a comprehensive risk alignment platform that provides accurate risk assessment services to financial advisors. WHAT DOES RISKALYZE GPA DO? Riskalyze GPA is a risk-adjusted return metric, which, like other risk adjusted return metrics, utilizes returns, volatility (in the form of standard deviation), and a risk-free rate to derive its output. Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Riskalyze is a portfolio risk analysis tool that we use with clients to help them better understand their portfolio’s current and desired risk level. A novel Riskalyze is a financial technology company that provides software as a service to financial advisors in the United States. Jan 13, 2025 · 10 Best Free Risk Assessment Templates & Examples for 2025 When it comes to risk assessment, having a reliable and effective template can make all the difference. We accomplish this goal through a fee-based structure as opposed to the commonplace commission structure. Industry-leading risk-centric wealth management platform gains backing of one of the world's leading software investors. Nitrogen Complete offers solo advisors a risk tolerance, planning, and investment research toolset and adds premium customer support as well as Nitrogen Marketing Center. Some of this material was developed and produced by FMG Click to continueProceed to Questionnaire Apr 1, 2025 · Please note: If you are using the Riskalyze integration data, all three Riskalyze numbers replace the RTQ altogether. Begin your journey towards a more efficient, connected, and engaged practice today. That’s why the accuracy of Riskalyze reaches 96% at a high level of definition, while most psychological risk profiling tools claim 85% accuracy at best when placing clients into a small number of buckets. Stay up to date on the industry's best strategies! What is Riskalyze ? Riskalyze, a Risk Alignment Solution, determines the Risk Number of an investor and make a portfolio that holds just the right amount of risk. Nitrogen, formally known as Riskalyze, is the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match. We would like to show you a description here but the site won’t allow us. Riskalyze Struggling to pick the right tool for you? Looking for a better alternative? Check out the resources on this page to make an informed decision. Watch the video below to find out more, then take the Free Risk Analysis to see your number. A novel Apr 26, 2025 · Looking for honest Riskalyze reviews? Learn more about its pricing details and check what experts think about its features and integrations. With Riskalyze, now known as Nitrogen, our advisors have access to essential details so they can have open conversations about risk, allowing you to make more informed decisions about your investment portfolio. Riskalyze provides powerful tools for assessing What is my Risk Number? The Risk Number is a proprietary scaled index developed by Riskalyze to reflect a “risk score” for your unique Risk Fingerprint, or for a specific portfolio of investments. Find Your Risk Number 11940 Jollyville Rd. Nitrogen calls this number their personal investment risk score. RAP LoginEmail address Password Login Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios A powerful AI assistant that handles meeting note-taking Brings core Command Center functionality to firms of any size Align client risk tolerance with portfolios and proposals Integrate methodologies like The Risk Number® and Riskalyze GPA® directly within your current workflow Nitrogen, the maker of Riskalyze, is the growth platform for wealth management firms, equipping financial advisors with the tools to intrigue leads into meetings, turn meetings into valued clients They recently have rolled out a trading platform within the riskalyze offerings. Dec 1, 2020 · Riskalyze Opens Platform for Free TrialRiskalyze Opens Platform for Free Trial The end-of-year offer is meant to highlight the firm's automated rebalancing solution and hopefully sell advisors on Meet the Partner Store, your one-stop collection of free and subscription-based models available right in your Nitrogen account. 6 days ago · Nitrogen (formerly Riskalyze) is a sophisticated software platform designed to streamline risk management by assessing and quantifying investment risks. In 2024, there are several free templates available that can help streamline your risk assessment process and ensure comprehensive coverage. Empowering investment advisors, RIAs and Registered Reps to win new clients, pinpoint risk expectations and design and analyze portfolios Through our partner Riskalyze, we have found a solid methodology in how to approach the challenge. Riskalyze is a Risk Alignment Platform created to help advisors and clients understand and prepare for the investment risk within their accounts. khigwse hoib uqtvjsrmt ojbr xfuimln jtjh rig dkmqb iqf damfj