Riskalyze Review: June 2020

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. New Feature ...

25 Jun 2020

Fintech Report Card: May 2020

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

25 Jun 2020

New Detailed Portfolio Stats

By Jonathan Scott Director of Core Product at Riskalyze Back in 2018, we built Detailed Portfolio Stats — “Stats,” for short — for a really simple ...

24 Jun 2020

Introducing Report Attachments

By Michael Fisher, Product Manager at Riskalyze One big impact Reg BI introduces to an advisor’s workflow is the need to deliver a new Customer ...

24 Jun 2020

Top 5 Tips to Enhance Your Email Marketing Program

By Kate Maynard Customer Marketing Manager at Riskalyze   Email marketing is an effective, low-cost strategy to connect with your customers, ...

22 Jun 2020