Change is a part of the financial advisor job description.

We're thrilled to integrate with Pulse 360 to give advisors more efficient workflows & enhance their capabilities. Read the full announcement ...

Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. 

“What’s ‘normal’ for my portfolio?”

We're thrilled to welcome Laurie Schultz as our new Board Chair! Read the full announcement below!