Independent RIA

Is riskalyze worth it as a lead gen tool?

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works at

No, but it enhances the relationship of existing clients and prospects

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I agree with the previous reply. I use it with almost every prospect and all clients with substantial exposure. It really needs an update but its great. Side note- a 3M prospect dropped off his statements today. He blacked out only the market value and number of shares for each... if you use riskalyze, think about that

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