Join Our Customer Advisory Panel!

RiskSmith is constantly working on new digital tools and products to help investors understand risk, invest wisely, and be more successful in the market.
In order to test new product features and better understand the needs, concerns, and goals of our users, we want to hear from you!

We are looking for RiskSmith users who:
  • Currently have assets or money in the market, either individual stocks, mutual funds, IRA, etc
  • Manage and execute trades/their portfolio on their own, i.e. have an online brokerage count and execute trades, etc. themselves OR currently employ a professional (whether that's a banker, wealth manager, financial advisor or registered investment advisor) to manage these assets
What is our Customer Advisory Panel?

A group of engaged RiskSmith users to provide product development input and feedback, who we can call on for participation in ongoing user research and product testing opportunities

What is the time commitment?

Minimal. We conduct rounds of research every month and once per quarter, on an ongoing basis. These research sessions usually take no more than 45-60 minutes of your time, or 10 minutes to complete a survey. Everything is done remotely, via Zoom. You don't even have to get out of your pyjamas–and you can choose to participate if or when you have time. 

What do I get for joining the Customer Advisory Panel?
  • As a Thank You for your time, we typically offer gift cards or other perks to those who participate in research studies
  • Sneak peeks and early access to new features and programs in development
  • Free VIP access to exclusive RiskSmith online events, informational webinars and educational opportunities
How can I join the Customer Advisory Panel?

Please complete this short application. It should take less than 2 minutes, and is intended to help us understand you as a user and match you to the research opportunities that would be most appropriate for you.

YOUR PRIVACY: The data you provide in this survey will be used solely to assist RiskSmith with recruiting research participants, and to identify those who might like to participate in future research. This information will not be used for any other purpose. None of the information you provide will be sold to or shared with any other party. Your participation in this survey is strictly voluntary.
12% of survey complete.