Today, we’re excited to announce that Ryan Shanks, CEO of Finetooth Consulting and founder of JoinAFirm.com, has joined the Riskalyze advisory board.
“Ryan is one of those energetic entrepreneurs who has been a steadfast advocate for investment advisors, working collaboratively across our industry to build value in a way that has benefited investors,” said Aaron Klein, Riskalyze CEO. “We’re thrilled to welcome yet another industry veteran of his stature to the great team we’ve assembled at Riskalyze.”
“Riskalyze has developed incredible technology that benefits advisors and their clients by ensuring that the risk within portfolios is being monitored and adjusted according to suitability,” stated Ryan Shanks. “I love the business model and believe this company has the staying power to positively impact the industry.”
Shanks joins an advisory board that also includes Barry Ritholtz (CEO at Fusion Analytics Investment Partners), Josh Brown (“The Reformed Broker” and VP at Fusion) and Andy Swan (founder of MyTrade and now CEO at Voomly). He will help to advocate and make connections for the company with key customers and partners.
Today, we’re excited to announce the launch of the Riskalyze Certified Risk-Aware Advisor program.
We’ve had a number of customers ask us for permission to post our logo on their web sites. Their goal is to demonstrate to clients their commitment to using science to align the risk in portfolios with each client’s risk tolerance.
Instead of just throwing our logo on their sites, we wanted to give our advisors a badge that really communicates the commitment they’re making to being a Risk-Aware Advisor.
The badge will typically be linked to Riskalyze.com/RiskAwareAdvisor, designed to explain the program to your clients.
To qualify, an advisor simply needs to certify to Riskalyze that they are using the science of the Risk Fingerprint to assess client risk tolerance, and select or build portfolios that fit those clients.
If you’re an advisor using Riskalyze and would like to join the program, please contact firstname.lastname@example.org.
It’s been a great few months for Riskalyze as a company.
We were named by Fast Company to the World’s 10 Most Innovative Companies in Finance, and out of those nine peers, we’re the only one serving investment advisors. Today, hundreds of advisors across the country are using Riskalyze Pro to win new clients, pinpoint risk expectations and build portfolios to fit them.
We’re not resting on our laurels though. Today, we’re excited to announce the launch of a brand new experience for managing risk questionnaires and portfolios in a client-centric view.
When you log into your Riskalyze Pro account, the Clients tab is now the default view, with a simple set of “cards” that allow you to organize your clients in active, prospect, lead or archive categories.
Once you’ve clicked in to a client’s profile, you can manage all of the data for that client in one simple view: all of their past and current risk questionnaires, and all of their past and current portfolios.
We’ve also made it possible to see the history of a client’s Risk Fingerprint, and create clients and risk questionnaires without necessarily having the client’s email address on hand.
Client profiles are immediately available in your Riskalyze Pro account today, and are included for advisors on the full version, and the Free Plan.
Our CEO, Aaron Klein, joined Chuck Hammond of The 401K Study Group for their live show to talk about how Riskalyze Pro is empowering advisors of all shapes and sizes to turn risk into their best friend. You can give it a listen here.
Today, we have another exciting announcement. Joshua Brown, known to the advisor community and feared by old line Wall Street as the “Reformed Broker,” has joined Riskalyze as a member of our advisory board.
Josh is Vice President of Fusion Analytics Investment Partners, authored “Backstage Wall Street,” pens the “Reformed Broker” blog, and it is rare to be able to glance at CNBC without seeing his glossy wonder-boy good looks filling up the screen.
At Fusion, Josh and his team use Riskalyze Pro to serve their clients as a fee-based registered investment advisory firm. Josh’s stance against the boiler room tactics of the Wall Street old guard were a visionary insight into the change now sweeping the industry to make advisors advocates and fiduciaries for their clients.
We’re incredibly excited to have Josh aboard and look forward to the insights he helps us uncover for advisors.