Download Financial Advisor's 2026 RIA Ranking
First Name
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Last Name
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Email Address
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Phone Number
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What Investment Risk software do you use?
OnPointe
Riskalyze/Nitrogen
FinaMetrica
Totum/Tifin
Hidden Levers
Other
None-I don't currently use risk software
Are you currently using a TAMP?
No
No, but I would if I could find a "good" one
Yes, and their strategies have done well
Yes, and their strategies have NOT done well
Interest level in Tactical Mind AI? (An AI tool that reviews portfolios, makes specific buy/sell recommendations, and can even create new portfolios from scratch)
High
Medium
Low
I'm not interested in AI to improve my offering
N/A, I'm not securities licensed
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