Fintech Report Card: March 2021

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

31 Mar 2021

Press Release: Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

We're thrilled to expand our relationship with Hightower Advisors through Riskalyze Trading! Read the full announcement below.

25 Mar 2021

Printing a Risk Tolerance Questionnaire

Advisors love pinpointing a client’s risk tolerance and demonstrating alignment between their risk capacity and portfolio risk. It’s why they’ve ...

12 Mar 2021

A Guide to Socially Responsible Investing for the Fearless Advisor

Finance is an industry that’s in love with acronyms.   From FIFO to LIFO, IAR to RIA to IRA, and ARM to ETFs, it can be hard to break through the ...

11 Mar 2021

Why Intelligent Tax Optimization is the Next Shift in Advisor Trading

  By: Dane Kurtz Senior Product Manager - Trading, Riskalyze

10 Mar 2021