Portfolio Consulting: Riskalyze Training Webinar
Please join us for an exclusive training webinar for FSN PC advisors on August 11th at 1pm PST as Riskalyze takes you on a detailed walkthrough of Riskalyze and highlights the different use cases and benefits of the platform and how it can fit into your day-to-day processes
As risk tolerance, risk capacity, and investment risk sit at the forefront of conversations, the best advisors in wealth management are equipped accordingly. Riskalyze helps capture a quantitative measurement of client risk tolerance to win new clients, capture and meet expectations, and quantify suitability.
Take an exclusive look at the Riskalyze platform and how advisors use it today. We look forward to seeing you on this webinar!
This Webinar is exclusive to Portfolio Consulting advisors.