Question 1

What is RiskX?

Accepted Answer

RiskX 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 RiskX compare to StratiFi and Nitrogen (formerly Riskalyze)?

Accepted Answer

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 Unlike Nitrogen's outdated risk number, RiskX provides Monte Carlo simulations with actual fee deductions and contributions.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

Question 3

Is RiskX secure?

Accepted Answer

RiskX 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 RiskX with my firm's branding?

Accepted Answer

Absolutely. RiskX 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 RiskX infrastructure.