Fintech Report Card: June 2019

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

15 Jul 2019

How to Reduce Your Firm’s Risk in an SEC Examination

The SEC’s Office of Compliance Inspections and Exams recent report outlining their 2019 examination priorities has some interesting statistics and ...

5 Jul 2019

All-New Account Functionality in Riskalyze

New Account Functionality Working with accounts in Riskalyze just got even better. Not only have we enhanced your ability to sort and organize ...

1 Jul 2019

Generating Traffic vs. Generating Leads

So, you want to engage with potential clients through your website. Where do you start? If you’re already a savvy Riskalyze user, your thoughts might ...

27 Jun 2019

Riskalyze Review: June 2019

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

25 Jun 2019