Elevate Your Practice with
Ryvo
Unlock deeper client insights and streamline risk profiling with AI-powered precision.
Why Ryvo?
Risk Smart, Value Deep. Unlike traditional tools, Ryvo uses AI and academic research to deliver client risk profiles with unmatched depth and precision.
AI-Powered Client Insights
Free-text responses reveal what multiple-choice misses. Our AI maps client answers to a precise 1-10 risk scale, backed by research.
Built by Advisers, for Advisers
Crafted by financial experts with real-world experience, Ryvo simplifies risk profiling while strengthening client trust.
Seamless Workflow Integration
Real-time insights fit effortlessly into your existing processes, helping you align client values with winning strategies.
Privacy-First for Your Clients
No massive data collection—just transparent, research-driven updates. Built for today's compliance-focused advisers.
Client Data, Secured
At Ryvo, we protect your clients' sensitive information with industry-leading security—so you can focus on what matters.
Bank-Level Encryption
AES-256 encryption at rest and TLS in transit ensure your clients' data is always protected.
Compliance Ready
APP-compliant and built to meet the highest privacy standards for your practice.
Secure Infrastructure
Hosted on AWS with multi-layered defenses to safeguard against threats.
Continuous Monitoring
Regular audits and assessments keep your clients' data secure and your practice compliant.
Where Client Values Meet Your Expertise
Ryvo turns client self-awareness into your sharpest tool—empowering you to deliver smarter, more personalized advice.
Key Features
- Client-specific risk assessments
- Multi-adviser support
- Advanced analytics on client risk and values
- Custom branding for your firm
- Secure, real-time insights
Pricing That Grows With You
Start free, scale smart—Ryvo fits your firm, big or small.
Most Popular
Adviser
Free Forever
Essential tools to start enhancing client insights.
- Send personalized risk assessments to clients
- Unlimited clients per adviser
- Email alerts for completed profiles
- Real-time dashboard with secure insights
- Much more coming soon
Scales in blocks of 5 with volume discounts. Custom plans available for firms with 20+ advisers.
Ready to Elevate Your Advisory Practice?
Join leading advisers already using Ryvo to deliver smarter, value-driven strategies. Don't wait—transform your client relationships today.