The Howdy Glossary

Riskalyze is a risk management software designed to help financial advisors and investors align investment choices with risk tolerance. Using mathematical algorithms, it calculates portfolio risk and quantifies investor preferences through the Risk Number, a scale from 1 to 99. This facilitates more informed decision-making and reduces emotion-driven mistakes. Additionally, the platform includes stress testing features for various market scenarios and offers compliance documentation to support regulatory needs.

Founded in 2011 by Aaron Klein (CEO), Eyragon Eidam (CTO), and Matt Pistone (COO), Riskalyze aims to revolutionize portfolio management for financial professionals. Its unique features include the Risk Number metric for clear communication of risk tolerance, algorithm-based matching of investment options, stress testing tools for scenario analysis, and comprehensive compliance documentation services. These elements combine to make Riskalyze a robust tool for aligning client portfolios with their risk attitudes.

Riskalyze faces competition from FinMason, Morningstar, RiskMetrics (part of MSCI), and BlackRock's Aladdin platform—all offering varying degrees of risk analysis and portfolio management capabilities. However, Riskalyze's distinctive aspects—such as its easily understandable Risk Number metric, stress testing capabilities under diverse market conditions, user-friendly interface, and integrated compliance documentation—give it an edge over competitors in optimizing risk management strategies within the financial industry.