The platform debuts fully integrated portfolio analytics, financial planning, CRM, and M&A tools as new FINRA rule reshapes advisor mobility

riskDNA, a new AI-native risk intelligence platform designed for financial advisors, today announced its official launch with a fully integrated suite that replaces the fragmented technology stack advisors have been forced to cobble together for years.

The platform launches with full access to ETFs and mutual funds, as well as a unified platform spanning portfolio analytics, models, planning, and client management. The platform is free for advisors to use, with no subscription fees, seat licenses, or trial limitations. The platform is funded by asset managers who pay for advisor access to distribution intelligence and competitive analytics, removing a longstanding cost barrier, and allowing asset managers to gain visibility into how strategies are used and positioned.

The launch coincides with FINRA Notice 26-03, effective April 1, 2026, which eliminates pre-review requirements for negative consent letters in qualifying bulk transfers, reducing barriers for advisors transitioning between platforms. The change is expected to increase advisor mobility, intensifying competition among platforms and putting pressure on traditional pricing models.

“Advisors today are often forced to stitch together multiple tools that don't talk to each other and are exorbitantly expensive,” said Kyle Wiggs, Founder of riskDNA. “riskDNA is one platform where everything is connected – including risk, planning, CRM, income, annuities, and M&A – and free. Every score and ranking is driven by the same transparent methodology. No pay-to-play, no sponsored results.”

UX Wealth Partners has entered into an agreement to embed riskDNA within its Xperience platform, further integrating risk intelligence capabilities into the advisor workflow. riskDNA has already secured THOR Analytics, led by CIO Brad Roth, as its Founding Partner, with strong interest from additional top-tier asset managers. The platform maintains rigorous curation standards to ensure only high-quality, transparent strategies are featured, preserving trust and value for advisors.

“The wealth management industry is long overdue for a reset,” said Brad Roth, CIO of THOR Analytics. “Advisors shouldn't need six logins and six invoices to do their job. They shouldn't have to choose between functionality and their budget. riskDNA is one platform, fully integrated, institutionally robust, and free.”

riskDNA is available to UX Wealth Partners advisors beginning April 1, 2026, with general availability launching May 1, 2026. Advisors outside the UX Wealth network can join the waitlist now at www.riskdna.ai.

About riskDNA
An AI-native platform purpose-built for financial advisors. Portfolio risk analytics, CRM, financial planning, income planning, annuity analysis, M&A tools, and competitive analytics — fully integrated, free for advisors, funded by asset managers. Founded in Denver, CO by Kyle Wiggs. www.riskdna.ai

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