Exciting Product News and Updates from Riskalyze

Today, we unveiled a whole suite of upgrades live from the Fearless Investing Summit in Boston. Watch the special event for yourself, or let us take you on a personal tour of all the latest!

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Today, Riskalyze reinvents the risk tolerance assessment again. A rigorously-tested and enhanced user experience is intuitive for clients and showcases the rigor of your process. Not to fear, the old assessments are still in your account as well in case you need them.

Advisors wear more hats than perhaps any other profession, and brand ambassador is definitely one of them. We’re here to help, and we’ve created a brand-new, interactive Advisor Marketing Kit complete with the ability to create custom social media images, a video branded to your firm, and much, much more.

Your search bar isn’t just for clients anymore! Now, you can dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds. Riskalyze is known for assessing risk from the individual security level instead of making common assumptions at the asset class level. Now, you get direct access to much of the data at the foundation of “risk analysis done right.”

Love unleashing your inner math geek with Detailed Portfolio Stats? Major enhancements are coming your way soon. From and an all-new portfolio sandbox, redesigned widgets, options for customization, and brand-new analytics, Riskalyze Elite advisors are going to be thrilled about what’s coming next.

Today, Trading Automation becomes even more magical for the hundreds of advisors trading billions in assets on Autopilot. Connected Trading Powered by Flyer eliminates the need for trade files by linking One-Click Fiduciary™ technology directly to your custodian.

Have your own RIA? We can get you connected directly. Under a broker-dealer’s corporate RIA? Send us a note at platform@riskalyze.com to see how we can bring Trading Automation to your BD!