Fearless Investing Summit 2021
Earlier today from the Fearless Investing Summit stage in Palm Springs, we were thrilled to announce a brand-new suite of features and tools to the Riskalyze Platform that we know you're going to love. Read on to learn more about all the exciting, new resources soon-to-be at your fingertips!
CEO Aaron Klein
Unable to join us live in-person or virtually? Never fear! Catch up on all the action from this year's highly anticipated keynote address by Aaron Klein and watch it in its entirety below.
You'll learn what's new and what's next for the Fearless Investing Movement, hear our exciting partnership news, and see all of our new product features and enhancements in action!
Meet Your Riskalyze Command Center
We're thrilled to introduce a brand-new, Home Office suite that brings all of our tools for enterprise firms together in one place — Command Center.
Starting in 2022 Command Center will be home base for enterprise firms leveraging Riskalyze technology with their advisors. Armed with a set of features configurable to an advisor's unique business, Command Center gives home offices the analytics they need to standardize a common language around risk while centralizing business insights, compliance reports, team branding, Alignment Dashboard, and more!
Introducing the All-New Portfolios Experience
The portfolio screen is the hub of the work you do in Riskalyze. Whether you're reviewing a client's portfolio, preparing for an upcoming prospect meeting, or building a new proposal — this is where you start.
Meet the All-New Portfolio Experience.
It's been designed to put exactly what you need right in front of you, at all times. And the best part? It's blazing fast. Watch it action now!
Meet Discovery — The Intelligent Search
Today, the era of the archaic 30-page report is OVER. We’re excited to introduce Discovery — the intelligent way to search the universe of securities and find the perfect fit for your clients and their portfolios.
With Discovery, you can conduct all your research and investment analytics inside Riskalyze without switching browser tabs while harnessing the proprietary power of the Risk Number®, Riskalyze GPA®, and more.