RISKALYZE

Technology

Measure and Align All of Your Potential Investment Risks

We make use of Riskalyze financial technology to help you align your investment portfolio according to your specific risk tolerance.

Riskalyze financial software works as a risk alignment tool that allows us to measure each investor’s risk tolerance, capacity, and any possible portfolio risk.

With the use of Riskalyze, we can review our clients’ current investment portfolio and calculate its risk number, driving a solid alignment between the client’s current risks, the risks they might be considering, and the ones they need. 

We make use of Riskalyze financial technology to help you align your investment portfolio according to your specific risk tolerance.

Riskalyze financial software works as a risk alignment tool that allows us to measure each investor’s risk tolerance, capacity, and any possible portfolio risk.

With the use of Riskalyze, we can review our clients’ current investment portfolio and calculate its risk number, driving a solid alignment between the client’s current risks, the risks they might be considering, and the ones they need. We can measure each of our client’s risk levels on a scale of 1 to 99 while matching their portfolio accordingly.

This wealth platform provides the necessary tools to analyze investment risks, 401(k) plans while helping each of our clients build a portfolio that suits their financial needs and goals.

Over the past few years, Riskalyze has proven to be one of the most innovative financial technologies out there, known as the world’s first risk alignment platform. This amazing technology helps us, as financial advisors, quickly identify any unreasonable risks our clients could be taking, and whether their portfolio is prepared for economic fluctuations.

Riskalyze provides us the opportunity to put a number to your risk tolerance, helping us create the best financial planning for you and your situation.

Not all investment firms offer their clients this type of resource to strategically and efficiently measure their current financial risks. Even if there are some who do, many of these limits this kind of resources to elite clients. At Scott Marsh Financial, we make sure to offer the best possible financial care and advice at all times and to all of our clients.