Offered by Riskalyze
  • Description
  • Advantage
  • Benefits
Invest in a web-based, full-featured and easy-to-use client management solution.

Investing may feel broken to the average investor, but the Riskalyze platform gives advisors the sophisticated analytics they need for their businesses. It will help clients visualize and understand what their advisors have been telling them for years.

It all starts with the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly.

Chalice Advantage

Chalice members save 10% off Riskalyze Select and Elite Packages. 


Some of the core features available with Riskalyze Select and Elite Packages: 

  • Risk Assessments
  • Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor’s Risk Number®.
  • Portfolio Analysis
  • Our powerful portfolio analytics engine calculates the Risk Number® of each portfolio to match it with investor risk preference.
  • Retirement Maps
  • Don’t wonder if a client’s risk preference will allow them to achieve their goals—calculate their probability and build a map to success.
  • Stress Tests
  • Run any of your client’s portfolios through a market timeline and compare them to just the right benchmark to make your point. Stress test them for a variety of stock and bond market scenarios.

And many more!