Every dollar under management at every asset management firm got there because an advisor allocated it. riskDNA is how those firms finally invest back in the people who built their business.
No credit card. No contract. No catch. Ever.
Asset managers spend $350K per year per wholesaler trying to get in front of you. We turned that spend into your platform.
Twenty years of sitting across the table from advisors taught us one thing: you don't want more meetings. You want new ideas, new clients, and a better-run business.
So we built a platform that delivers all three.
After two decades of wholesaling and sitting across from advisors in every market, the asks were always identical.
Thousands of models ranked by performance across every asset class. Head-to-head comparisons. DNA-matched to your clients. New ideas surface automatically — no wholesaler needed.
Client-ready presentations, branded risk profiles, and a practice marketplace that connects you with opportunities. Tools that make prospects say yes.
CRM, financial planning essentials, income planning, annuity analysis — one platform replaces five. Built by people who know what advisors actually need because they spent their careers in your office.
riskDNA
saved per year — funded by managers who'd rather invest in your platform than spend $350K on a wholesaler.
What you're paying for now vs. what managers are funding for you.
Asset managers fund the tools. You use them free. Your clients get better outcomes. That's the model.
Get riskDNA Free Forever