Track Firm Growth and Retention Effortlessly
Riskalyze's Command Center is a powerful tool designed to help wealth management firms track their growth, retention, and proposals with ease. By unlocking firmwide controls, identifying misalignment in minutes, and monitoring the risk and growth of the entire AUM, Command Center provides invaluable insights that can drive strategic decision-making.
Empowering Financial Advisors
Financial advisors can benefit greatly from Command Center as it empowers supervisors to review portfolios, find misaligned accounts, and alert advisors promptly. By taking immediate action on accounts that need attention, advisors can retain revenue that is most at risk, ensuring financial stability for their clients and the firm.
Turn Compliance into a Revenue Driver
Compliance personnel can leverage Command Center to turn compliance activities into revenue drivers. By tracking business growth, firms can make informed decisions and enhance long-term strategies. Identifying misalignment within minutes allows for quick intervention when issues arise, ensuring a smoother compliance process.
Gain Powerful Insights with Command Center Dashboards
Command Center offers various dashboards to provide powerful insights for wealth management firms. The Holdings Dashboard equips firms with tools to navigate through accounts efficiently, proactively identifying issues before they escalate. The Insights Dashboard allows measurement of both growth and risk across the firm's book of business. Additionally, the Proposals Dashboard enables firms to track client growth and retention through the delivery of aligned and effective proposals.
Trusted by the Best Brands in Wealth Management
Riskalyze's Command Center is trusted by thousands of wealth management firms and financial advisors, propelling their success by providing sophisticated tools and insights. By leveraging Command Center's capabilities, firms can streamline their operations, enhance client service, and drive sustainable growth in today's competitive financial landscape.