riskDNA is the AI-native platform embedded inside ~10,000 advisor accounts managing $2B in AUM. Risk analytics, financial planning, income planning, CRM, and an M&A marketplace — all free for advisors, funded by managers like you. Your models get discovered through AI-driven risk DNA matching, not cold calls.
Book a 30-Minute Demo Or explore your edge firstAdvisors don't log in to browse your models. They log in to run their practice. Your models live inside every workflow.
Risk Intelligence
24 risk markers across 6 DNA strands. Every client gets a risk profile that maps directly to your strategies through AI matching.
Planning Suite
Retirement projections, income strategies, Monte Carlo simulations, tax-aware withdrawal sequencing. Your models power the recommendations.
Analytics Engine
Proprietary composite scoring: Sharpe, Sortino, drawdown, consistency, excess return. AI matches your models to client risk DNA in real time.
Practice Tools
Contact management, client reviews, proposal generation, branded presentations. Advisors spend hours here daily — seeing your models the entire time.
Marketplace
Advisors buy, sell, and value practices here. High-engagement, high-intent users already thinking about long-term strategy allocation.
AI Native
Built on AI from day one. Natural language queries, automated insights, full REST API. Your distribution team can integrate directly with our intelligence layer.
Live inside Xperience by UX Wealth Partners since April 1. General advisor launch outside UXW on June 1, 2026.
Book a DemoWhat we know
Decades in distribution. We've approved the travel budgets, organized the dinners, managed the territories, run the wholesaler teams. We know what it costs because we were them.
What advisors told us
Two decades across the table. Every meeting, every market, the same three asks: bring me new ideas, help me attract new clients, help me run a better business.
Not one of those asks is "take me to dinner."
riskDNA answers all three — and puts your models inside the platform where advisors do all of it. 20 years of field intelligence, built into software.
Every dollar under management got there because an advisor said yes. Not a wholesaler. An advisor.
78 strategies ranked by PowerScore with full risk analytics — Sharpe, Sortino, drawdown, AI-driven DNA matching. Not a pitch deck. Data they act on today.
Client presentations, branded risk assessments, financial plans, Monte Carlo projections, an M&A marketplace. Tools that make a $30M RIA compete with a $300M institution.
CRM, financial planning, income planning, risk analytics, AI concierge — one AI-native platform that replaces Nitrogen, eMoney, Riskalyze, and three others. Free. Your investment funds all of it.
Advisors use riskDNA every day because it's where they run their practice. Your models live inside that daily workflow — not in a pitch deck they forget by Friday.
Their attention is your distribution.
CSV upload. Daily returns, holdings, fees. Takes 5 minutes. We compute everything else — DNA profiles, PowerScores, risk analytics.
Pick up to 3 competitor tickers. We generate head-to-head analyses, tear sheets, and advisor-ready materials. Updated automatically.
Your models appear in advisor searches, rankings, and DNA matching. The Intelligence Dashboard shows who's looking, what they're comparing, and when they're ready to connect.
Every manager gets everything. The only difference is when you get in.
90-day free trial. First payment July 1, 2026.
Less than 2% of one wholesaler's annual cost.
Same features at every tier. No gating. The only difference is when you get in.
Still a fraction of one wholesaler. At any tier.
$1,750 per meeting an advisor didn't want — or pennies to live inside the platform ~10,000 advisors use every day. Live inside Xperience since April 1. Going wide June 1. One of these is distribution. The other is tradition.
No demo. No call. No pitch deck. Just your data, ranked against the competition, in real time.
Your call.
Book a 30-Minute Demo Or enter your ticker to see your edge