Retirement Advisor: “The Fight Against Fraud”
October 6, 2017
Financial Planning: “Lock box in the clouds provides peace of mind”
October 6, 2017
“Riskalyze can provide a good option in my opinion, not merely because it helps score risk but because of how it helps score risk. The workflow style questionnaire morphs into various questions depending on the prior response, as the client completes it, and helps to create a unique experience genuine to each client, providing them their ‘risk number’ ranging from 1 to 99.”” – Christian Cordoba