Case Study: Capital Design Private Wealth achieves greater efficiency and client trust with Riskalyze

My Clients Get the Best Version of Me

Capital Design Private Wealth, a Portsmouth, NH-based independent advisory firm co-founded by Andre LaPlante, needed a more efficient way to serve clients after leaving a large captive broker-dealer. Their challenge was replacing archaic, time-consuming processes and building a simple, planning-forward tech stack that would improve the client experience while reducing advisor burnout. Riskalyze was identified as the right fit, especially through its Autopilot trading automation product.

By implementing Riskalyze Autopilot, Capital Design Private Wealth automated most of its client account management and trading, gaining full visibility, faster execution, and better compliance documentation. Andre said Autopilot was “10x more efficient” than alternatives and helped eliminate routine performance conversations by focusing clients on Risk Number® and alignment. The result was stronger client trust, improved operational efficiency, and more time for Andre to focus on financial planning and even free up time for skiing season.

Capital Design Private Wealth

Andre Laplante

Co-Founder