RISK TOLERANCE QUESTIONNAIRE

Try our risk assessment experience

Gone are the days of confusing, irrelevant exercises full of subjective semantics. This white-labeled tool is branded to your firm and gives you and your clients a common language to discuss risk.

The old way of assessing risk just doesn’t work…

  • Age stereotypes fail: 52% of 20-29 year-olds aren't "aggressive," and 53% of 70-79 year-olds aren't "conservative”!
  • Subjective interpretation of insider terms: "Moderately aggressive" holds different meanings for each client.
  • Limitations of market sentiment assessment: Attempts to pin down a moving target that will never ever tell the whole story.

  • #1 RISK TOLERANCE
    QUESTIONNAIRE

    Since our founding in 2011, Advisors have delivered over 5 million Risk Numbers to clients!

  • PRIZE-WINNING
    FRAMEWORK

    Our Next-Gen Risk Assessment was built upon decades worth of behavioral economic work called Prospect Theory which won the Nobel Prize for Economics in 2002.

  • TRUSTED BY THOUSANDS OF FIRMS

    Don’t just take it from us — thousands of firms trust us to be their sole risk solution.

Generate leads using our award-winning Risk Tolerance Questionnaire

Not only does Nitrogen help you win new clients by analyzing a prospect’s statement; we also help you generate new leads! Advisors can easily embed a version of our risk tolerance questionnaire into their site, and use it to generate new leads. (Fun fact: The average Nitrogen advisor gets 28 leads through this feature!)

Each time a lead completes the questionnaire, Nitrogen will send you an email notification. You can then log into Nitrogen to review their contact information, Risk Number details, and start building a plan, all before your first meeting!

Putting the Risk Number into action

Whether your client is across the room or across the world, you can send them a link and walk them through the assessment from start to finish.

Once completed, Nitrogen generates their Risk Number® on a scale of 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. The Risk Number is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio.

When clients know their Risk Number, they know you’re acting in their best interests. And these assessments are time-stamped and archived, giving you the confidence that you know your client and can prove it quantitatively.

After all—you didn’t tell them they’re a 42. They told you they’re a 42.

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Ignite firm growth with Nitrogen

Let one of our experts guide you through the Growth Platform, answer any questions you may have, and show how thousands of firms like yours have found success with Nitrogen.

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