Better days, better nights and less worry because of better portfolio risk management with
Riskalyze is a cutting edge technology that pinpoints your acceptable level of risk with unparalleled accuracy. With this this capability, we can ensure that the risk in your portfolio aligns with your investment goals and expectations. It was built on the academic framework that won the Nobel Prize for Economics.
1. The first step is to take a short but targeted quiz that looks at what you're willing to risk for potential gains.
2. After pinpointing your Risk Number we will look to match the risk in your portfolio with your Risk Number.
3. Riskalyze will also give us an accurate projection for potential gains and losses that we should expect for your portfolio.
We can now quantify the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain. After pinpointing your Risk Number, we can create a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting portfolio will include projections for the potential gains and losses we should expect over time. CLICK THE LINK BELOW TO FIND YOUR RISK NUMBER
Your Big Picture Retirement Goals
We'll always need to take your whole financial picture into account because that's how we can effectively plan, but now we can also bring you peace of mind by offering greater investment predictability, one account at a time.
“planningWISE Wealth has ushered in a new era of predictability and reliability for clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisors like Nancy, who are committed to investing in the success of their clients by empowering fearless investing.”