WellFit Financial has implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
Using patented Risk Fingerprint technology, clients start with a mathematically based risk assessment survey based on their actual investment amounts.
The result is a risk number between 1 and 99 that pinpoints their exact comfort zone for downside risk and potential upside gain. WellFit Financial then build an investment portfolio to match the client’s Risk Number, and chart a clearly defined path to the client’s goals.
WellFit Financial is committed to investing in the success of their clients.
“WellFit Financial has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client’s Risk Number, and align their portfolio to fit,” said Aaron Klein, CEO at Riskalyze.
Do you know how much risk you’re comfortable with? Click to button to begin.