How many leads did your website bring in last month?    One? Ten? Fifty? Zero?!   Depending on which digital marketing strategies you're using, you ...

The new Riskalyze-Fidelity API integration seeks to assist advisors in creating a more comprehensive client risk assessment.

We're thrilled to deepen our relationship with Independent Financial Partners through Connected Trading! Read today's full press release below!

Learn the full story behind financial advice entering the Risk-First Decade — watch CEO Aaron Klein's Fearless Week 2020 Keynote Address.

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