Stop Guessing.
Start Knowing.
The financial services industry's first four-dimensional behavioral risk platform — capturing each client's unique Willingness, Ability, and Composure alongside real-time portfolio alignment.
Every recommendation compliance-documented automatically. Every relationship built to grow smarter with every re-assessment — because no two clients are the same, and your platform shouldn't treat them that way.
✓ No credit card required · ✓ Designed for SEC-registered advisers · ✓ Up and running in under 15 minutes
Four problems every RIA knows intimately
- The Gut-Feel Gap — Replace 5-question PDF risk questionnaires with a behavioral assessment that produces a defensible 1–99 risk number, grounded in Loss Aversion, Risk Behavior, Overconfidence, and Composure scoring.
- The Audit Panic — Immutable audit logs and auto-generated Reg BI suitability reports keep every RIA exam-ready with zero manual effort.
- The Retirement Guesstimate — 3,000-path Monte Carlo projections weighted by each client's behavioral risk number. Scenario comparison and sequence-of-returns risk, visualized side-by-side.
- Portfolio Alignment — Risk mismatch alerts fire the moment a portfolio diverges more than 2 points from a client's behavioral score. Composure Drop alerts trigger separately when behavioral stability shifts after a market event.
One platform. Four outputs. Zero manual work.
Every behavioral assessment automatically produces four distinct outputs — serving your client, documenting your practice, and keeping you ahead of drift. Compliance, automation, and 4D behavioral intelligence — unified in a single platform that treats every client as an individual.
- 4D Behavioral Analysis — Willingness, Ability, Composure, and Portfolio Fit in a single risk number
- Client-Facing Report — beautifully branded, auto-generated with their risk score and investor archetype
- Advisor Compliance Report — Reg BI suitability determination, bias analysis, Markowitz metrics, and signature lines
- CRM Sync — bidirectional sync with 4 major CRM platforms, no manual data entry
Pricing
RiskVibe is priced for RIA firms of all sizes — from solo practitioners to enterprise wealth management teams. Plans include behavioral assessments, suitability reports, portfolio alignment, Monte Carlo projections, CRM integrations, and compliance audit logging.
Contact us for pricing tailored to your firm's size, AUM, and workflow. No credit card required to start a demo.
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