Riskalyze

Riskalyze is the original name of the company behind the Risk Number, a score used by financial advisors to match client portfolios to the amount of risk each client will accept. Its website now trades under the Nitrogen name and presents a connected suite of AI-assisted advisor software. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms are the users named for the platform.

What Riskalyze offers

• Risk alignment — scores client risk tolerance and lines each portfolio up with that score.
• Proposals and portfolio modelling — plain-language security search, scenario modelling and visual performance reports for client meetings.
• Retirement planning — shows clients what their retirement could look like.
• Tax insight — turns tax return data into clear visual summaries.
• Autopilot Trading — automates client accounts, according to the earlier company profile.
• Compliance Cloud — gives compliance teams visibility as fiduciary rules change.

Who it works with

Financial advisory firms and the wider wealth industry, from independent advisors to broker-dealers, asset managers, custodians and clearing firms.

Key facts

• Also known as: Nitrogen
• Standards: an AI management framework certified to ISO 42001
• Integrations: more than 50, according to the website