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Riskalyze Launches TD Ameritrade Veo Integration

Today, we’re excited to announce that Riskalyze is integrated with TD Ameritrade Institutional’s Veo platform. Our customers who utilize TD Ameritrade Institutional for custody of client assets are now able to link their Riskalyze and Veo user accounts, and link client accounts with the corresponding client profiles in Riskalyze.

Riskalyze also supports multi-account integration. Advisors can link as many accounts as needed to a single Riskalyze client profile. Each of those accounts will be synced into that client’s current portfolio, making it simple to align the household’s portfolio risk score with that client’s Risk Number.

We’ve been big fans of the people of TD Ameritrade for a long time. We’re very pleased to officially launch this long-awaited integration, so our shared customers can benefit from a more seamless experience between their risk engineering and custodial platforms.

If you’re already a Riskalyze customer, please contact our support team to start the integration process. And if you want to take a closer look at Riskalyze, join a guided tour to learn more.

New Board Members

Today, we’re excited to announce two incredible leaders in the advisor and financial technology community who are joining our Board of Directors. Here’s the press release.

Riskalyze Appoints Key Advisor, Financial Tech Leaders to Board of Directors

AUBURN, CALIFORNIA — Riskalyze today announced the appointment of two key leaders in the advisor and financial technology community to its Board of Directors.

RYAN SHANKS is CEO at Finetooth Consulting and founder of JoinAFirm.com. He effectively works as a sports agent for investment advisors, helping high-value advisory teams find the right fit for their businesses in the industry. He has served as an advisory board member for Riskalyze since 2013. Ryan is a devoted husband and father to his wife Lauren and three kids. They reside in Massachusetts.

“Riskalyze has transformed the way financial advisors discuss investment risk with their clients, and how broker-dealers and corporate RIAs drive value to their advisor networks,” said Shanks. “I am committed to this company and its mission, and I’m excited to join the board.”

ANDY SWAN is Co-Founder at LikeFolio and a three-time financial tech entrepreneur. His second company, MyTrade, was the first successful social network for traders and was acquired by Thinkorswim (which was subsequently acquired by TD Ameritrade). He has served as an advisory board member for Riskalyze since 2012. Andy resides with his wife and two kids in Louisville, Kentucky.

“I’m excited to be joining the phenomenal team at Riskalyze as they transform the financial industry for the better, one investment professional at a time,” said Swan.

“We’re incredibly excited to welcome industry giants like Andy and Ryan to our Board of Directors,” said Aaron Klein, CEO at Riskalyze. “These two entrepreneurs bring exactly the kind of connections, advice, expertise and wisdom to our board that we’ve been looking for. They are well known throughout the industry, and we’re confident that they will play a key role in strategically guiding Riskalyze to success in the coming years.”

Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.

Welcome to our board, Andy and Ryan!

Redtail and Riskalyze Launch Next-Generation Integration Partnership

Today, we’re excited to formally announce a great integration partnership between Riskalyze and Redtail. These two Sacramento-based technology companies are both focused on serving great financial advisors, and we can’t wait to see how our customers put this integration to work.

Here’s the press release…

SACRAMENTO — Redtail, the industry leader in advisor CRM, email and imaging, and Riskalyze, the company that invented the Risk Number, today announced a next-generation integration partnership that delivers incredible tools for advisors to grow their practices.

Under the integration partnership that is live for all Redtail and Riskalyze advisors, it’s simple to link one or more Redtail contacts into a Riskalyze client profile. On a nightly basis, the custodial assets sync over from Redtail into Riskalyze. In addition, the client’s Risk Number, and the risk score for their assets sync over to Redtail.

“We were definitely excited to roll out this integration for advisors using Redtail,” said Brian McLaughlin, CEO of Redtail Technology. “Riskalyze has introduced an incredibly efficient, accurate and user-friendly tool into the advisor tech sector that allows advisors to pinpoint their clients’ risk tolerance levels while also determining how much risk a given portfolio actually has. The integration is available now within all Redtail databases and can be sampled for a few clients, allowing advisors to see just how transformative this tool might be for their business.”

“We love the passion and excitement that we see in every Redtail advisor to make their business work for them, instead of the other way around,” said Aaron Klein, CEO at Riskalyze. “Redtail has built a truly advisor-centric approach to CRM that fits beautifully with the Riskalyze model of helping advisors win new clients with amazing risk analytics, and keep them by beating the expectations game.”

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.

Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.

If you need assistance getting your Redtail and Riskalyze accounts connected, email support@riskalyze.com. We’re here to help!

900 High Street

2013 was a year of tremendous growth for Riskalyze. As our business grew and and we had the privilege of serving a rapidly growing base of advisors, our team grew quite a bit as well, with new Riskalyzers joining our Advisor Success, engineering and sales teams.

That growth drove us to start looking for a new building to house everyone, and we signed a lease for our new headquarters in December. After weeks of work to prepare the new space, our first day of operation at the 900 High Street building in Auburn is today.

A company’s workspace is reflective of its goals and aspirations. We believe 900 High is the perfect place to build a 100 Year Company. It’s a beautiful, expansive building that we now share with the local Bank of America branch. A combination of brick, exposed wooden columns and vaulted twelve foot ceilings give the space a deep sense of character.

If you visit, here’s the front lobby.

One of the key needs in our new location was a big, collaborative bullpen space for our engineering team to work together. We started in this room with a rose-colored wall.

We turned it into a charcoal-gray wall.

Then we added the Riskalyze icon to it.

Installed twenty feet of custom-made whiteboards.

And a row of screens to track the progress of our customers, our sales team, our support team and data center status.

Because we’re still a private company and those stats are confidential, the screens go into guest mode whenever a visitor is in the building.

Big, collaborative workspaces so our engineering team can work closely together as they build new features and support our customers.

Offices for those of us who spend a lot of our day on the telephone with customers and partners.

The main conference room, fully equipped for video conferences with the Riskalyzers who work remotely in other states.

We use the overhead projector to share what we’re working on, and the 40” LCD screen for the video conference. That, and our Logitech BCC950 Conference Camera have been great tools for productive meetings across distance.

Another conference room for smaller meetings or phone calls.

The lounge — a space for Riskalyzers to relax a little bit, play some games, or hide out during the Nerf wars that erupt from time to time. (The bean bag chairs haven’t arrived yet.)

And we don’t have photos handy, but there’s also more space for the team that helps develop Riskalyze advisors and make them successful, as well as a full kitchen and break room. (We stock every full-time Riskalyzer’s favorite soda, juice or tea as long as we can get it at a reasonable price.)

We don’t measure our success by the number of people on our team, or the number of square feet that we occupy. Instead, we measure success by the advisors we have the chance to serve, and the assets we get to impact.

Riskalyze is a company on a mission, and that’s why we’re excited to have this new headquarters building. It’s a tool that we’ll be using quite a bit to achieve our mission of aligning the world’s investments with investor risk tolerance. Thanks for being a part of that journey with us.

The Next-Generation Risk Questionnaire

After hundreds of hours of design, development, advisor input and usability testing, we’re excited to announce the launch of the next-generation Riskalyze risk questionnaire.

There are three big innovations in the next-generation Risk Questionnaire.

Two Versions of the Questionnaire. You’ve seen our existing quantitative approach, built on Nobel Prize-winning science, that captures a detailed Risk Fingerprint for each client. Now advisors can choose a simplified version for clients who might be elderly or have simpler needs. And it’s just as easy as ever to engineer portfolio risk to fit those clients.

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RQ, Phone Home. Now your clients can answer the Risk Questionnaire with a few taps on their iPhone, Nexus 5, Samsung Galaxy, Moto X or other Android device. It’s a beautiful design, and if they get stuck, they can email or call your office with a single tap. (Of course, the Risk Questionnaire has always worked on iPad or Android tablets.)

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Using Risk to Generate Leads. With a simple link or a few lines of code, you can embed the Risk Questionnaire into your own web site, creating a new way for prospective clients to engage with your firm, send you their risk tolerance, and ask for a portfolio analysis to see if they’re on the right track. With a few clicks, your web site transforms from a brochure into an active tool that generates new business.

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The new Risk Questionnaire is live for all Riskalyze customers as of today. The Lead Generation version will be activated for customers over the course of the next week.

To join a guided tour and see Riskalyze in action, just click here to RSVP.

© 2014 Riskalyze, Inc. All Rights Reserved. All trademarks are owned by their respective companies.