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<p>What is a Risk Number&#174;?</p>

What is a Risk Number®?

The Risk Number® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios - calculated based on downside risk.

On a scale from 1 to 99, the greater the potential loss, the greater the Risk Number®.

About Your Financial Number

Knowing your risk tolerance will make the world of difference when putting your financial plan into action.

How does this software help me to align my financial goals?

There are a number of unique visual features to get the most out of working with your advisor and Riskalyze software. After you find out your Risk Number® by completing the Portfolio Risk Analysis questionnaire, your advisor can help you with quantitative data charts like:

<p>1. Risk/Reward Heatmap</p>

1. Risk/Reward Heatmap

The Risk/Reward Heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.

<p>2. Visualize Stress Tests</p>

2. Visualize Stress Tests

View portfolios that your advisor has run through historical events like the 2008 Financial Crisis or 2013 Bull Market. This may help you to visually understand what it means to control risk or outperform the market.

<p>3. Compare Scenarios</p>

3. Compare Scenarios

With up to five comparisons — using proposals, indexes, blended benchmarks, or individual stocks or funds — your advisor can help you to see the relationship between risk and reward in a historical context.

<p>4. Retirement Map Scenarios</p>

4. Retirement Map Scenarios

Retirement Maps is used to paint a picture of risk capacity to see if you have the right amount of risk to reach your specific goals. But it also serves as a great launching point to talk about the big-picture overall.

<p>5. Get Your GPA</p>

5. Get Your GPA

Riskalyze GPA® is a quantitative expression of the efficiency of an investment, strategy or portfolio with respect to how much return is realized or expected per unit of risk. This clearly demonstrates, in a single number, the relationship between expected performance and expected downside risk over the next 6 months.

Riskalyze GPA scales from a 1.0 on the low side and 4.3 on the high side.

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