Case Study: Large Financial Advisor Company achieves stronger client relationships and referrals with Riskalyze

Large Financial Advisor Company - Customer Case Study

Large Financial Advisor Company, a long-time Riskalyze user, needed a better way to understand and communicate client risk during periods of market volatility. Advisor Ronald wanted to strengthen relationships through more open communication and education, especially when sudden downturns left clients anxious and looking for reassurance.

Riskalyze provided the Risk Number platform, including Check-ins and Riskalyze Trading, to help Ronald quickly reach out to clients, align portfolios with their risk profiles, and automate trading changes more efficiently. The result was fewer worried client calls, about six referrals from friends and family in the first quarter after the market drop, and millions in additional assets by the following fall—all without spending on advertising.