Advisors have been asking for better ways to visualize portfolio allocations, and we're excited to announce today that we’re rolling out Asset Class coverage for all portfolios in Riskalyze!
Now, you can show clients how their overall Asset Allocation exposure looks relative to their goals.
All of your existing and future portfolios will now display Asset Classes in four categories: Stocks, Bonds, Cash and Other.
Have a unique investment that isn't recognized in Riskalyze? No Problem! With our custom proxy feature, simply select your proxy, and we’ll do the rest. Your custom investment’s Asset Class will reflect the proxy you selected.
Ready to read more about how we use these Asset Classes? We’ve got a knowledge base article waiting to get you up to speed. And, of course, the industry’s greatest support team is ready to help you with any questions you have.