Question 1

What is riskDNA?

Accepted Answer

riskDNA is an AI-powered risk assessment and client closing platform built for financial advisors. It combines behavioral risk scoring, Monte Carlo projections with real fee deductions, automated Reg BI compliance, and a complete hello-to-close client journey that helps advisors close deals in a single meeting.

Question 2

How does riskDNA compare to StratiFi and Nitrogen (formerly Riskalyze)?

Accepted Answer

riskDNA outperforms both StratiFi and Nitrogen across every metric. Unlike StratiFi's basic risk scoring, riskDNA uses behavioral psychology-based questionnaires. Unlike Nitrogen's outdated risk number, riskDNA provides Monte Carlo simulations with actual fee deductions and contributions. riskDNA also includes a complete hello-to-close journey, and automated compliance — in a single platform.

Question 3

Is riskDNA secure?

Accepted Answer

riskDNA uses Google Firebase infrastructure with encryption at rest and in transit. All client interactions and risk assessments are securely logged for compliance purposes.

Question 4

Can I white-label riskDNA with my firm's branding?

Accepted Answer

Absolutely. riskDNA is a multi-tenant white-label platform. Each advisor can customize colors, logos, firm name, and client-facing portal with their own branding while leveraging the full riskDNA infrastructure.