Case Study: United Planners Financial Services boosts advisor growth and compliance with Riskalyze

United Planners Financial Services - Customer Case Study

United Planners Financial Services, an SEC-registered investment advisory firm and independent broker-dealer partnership serving hybrid advisors, needed a better way to help advisors navigate changing compliance demands, compete with self-directed robo-advisors, and maintain strong cybersecurity while improving their technology stack. The firm was looking for an intuitive risk-management tool that would help advisors clearly communicate risk and prove they were acting in clients’ best interests.

Riskalyze provided the solution with its quantitative risk platform and digital advice tool, Autopilot, enabling advisors to explain risk more clearly, automate client onboarding, and create a more efficient client experience. The results were strong: 32% of advisors purchased Riskalyze, users modeled $4.26B on the platform, and 11,045 portfolios were analyzed. Most notably, active users saw an average annual GDC increase of $33,792, representing a 19x average ROI for United Planners advisors using Riskalyze.

United Planners Financial Services

Billy Oliverio

Vice President of Advisor Services