With the Riskalyze and Carson Group partnership, eligible advisors now have access to:
• Discounted Pricing:
Riskalyze Select
10% Discount: $250
$225.00/month
Riskalyze Elite
15% Discount: $350
$297.50/month
Riskalyze Select
10% Discount: $250
$225.00/month
Riskalyze Elite
15% Discount: $350
$297.50/month
• Even greater discounts available for offices
• Drive alignment between your clients and their portfolios by eliminating stereotypes and using a leading scientific theory to objectively pinpoint a client's risk threshold.
• Document your fiduciary approach and showcase alignment between portfolio construction, risk tolerance, and risk capacity.
• The ability to leverage the Risk Number® and turn it into the best client acquisition tool you've ever seen.
