Fintech Report Card: September 2019

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

10 Oct 2019

Statement on the Tragic Passing of Jud Bergman

4 Oct 2019

Press Release: Riskalyze Unveils a Suite of New Product Features Live from the Fearless Investing Summit

 

3 Oct 2019

Press Release: RIA in a Box Expands Partnership with Riskalyze to Launch Client Suitability Tool

We're excited to be part of RIA in a Box's new Client Suitability Tool announced today. Read the full press release from RIA in a Box below. 

2 Oct 2019

Press Announcement:  Create Seamless Proposals with Orion & Riskalyze

Our friends at Orion had some fun writing today's integration announcement, which you can see below. Enjoy! 

2 Oct 2019