RiskQ:
Future-Proof Your Wealth Practice.
In an Era of Automation, Reclaim Your Humanity.
Stop Competing with the Machine.
Start Connecting with the Individual.
Automation has commoditized the 'what' of investing. Your future lies in the 'why.' Transition from being a transactional stock-picker to a transformational Behavioral Manager.
RiskQ empowers you to move beyond the commoditized role of a stock-picker and step into your true value: a Behavioral Manager who understands the person, not just the portfolio.
The RiskQ Experience.
Fast. Fun. Frictionless.
Built by Advisors,
for Advisors
RiskQ is a behavioral-based risk profiling tool that enables advisors to move beyond traditional questionnaires and master the art of behavioral management.
A 93%
Completion Rate
Designed as an engaging, gamified experience rather than a tedious form-filling exercise, our tool maximizes client participation while capturing deeper psychological insights.
1.6X
More Referrals
By actively engaging the Non-CFO spouse through our inclusive framework, you unlock higher referral rates and secure multi-generational loyalty within the family unit.
The "Behavioral Alpha" Advantage
By implementing RiskQ, Advisors can:
Change the Dialogue
Shift focus from "short-term returns" to "long-term financial well-being."
Mitigate Irrationality
Manage fear during declines and overconfidence during rallies.
Increase Retention
Build "Solid Trust" that prevents client erosion during downturns.
The 4-Stage Growth Engine
ACTIVATE Leads
Stand out by showing empathy and interest in the person, not just the portfolio. Differentiation begins with a better conversation.
CONVERT Prospects
Use an impartial, scientifically-validated authority to show prospects the complexity of their own biases, making the need for professional advice self-evident.