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Riskalyze revolutionizes how advisors will trade, expands the depth and breadth of security and portfolio analytics, and once again reinvents the risk tolerance assessment
BOSTON, MASSACHUSETTS — October 3, 2019 — Riskalyze today announced a slew of major upgrades to its wealth management platform at the company’s third annual Fearless Investing Summit. The three-day event brings together the industry’s leading financial professionals, experts, and entrepreneurs to discuss key financial advisor trends, digital marketing strategies, and lessons in entrepreneurship from more than 40 featured speakers.
“Today is a big day for us and for the tens of thousands of advisors who use the Riskalyze platform every day,” said Aaron Klein, CEO at Riskalyze. “From client engagement tools, deeper analytics, and a magical trading solution, we are thrilled to deliver the next generation of fearless investing solutions for the advisors we love to serve.”
Notable among today’s releases are deeper investment analytics, a brand-new risk assessment, and new trading technology that automates trade execution and order allocation across custodians. Announcements include:
“We are thrilled to partner with Riskalyze to power Connected Trading,” said Brian Ross, CEO at Flyer. “We believe a big part of ‘risk done right’ is keeping client accounts on target with ‘trading done right.’ We’re excited to deliver Flyer’s advanced trading network and APIs to help Riskalyze reinvent how advisors trade.”
Alongside the new features, Riskalyze for the first time in years announced new editions of the platform: Riskalyze Select and Riskalyze Elite.
“We are excited to announce this new collaboration with Riskalyze as Fidelity continues to expand its offering in the model portfolio space,” said Matt Goulet, Senior Vice President, Fidelity Institutional Asset Management. “The full range of Fidelity Model Portfolios are now available on Riskalyze’s Partner Store, giving advisors one more way to efficiently implement models and manage individual clients’ accounts.”
Get real-time updates from the Fearless Investing Summit on Twitter by following @Riskalyze or the hashtag #FISummit.
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About Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
MEDIA CONTACT:
FiComm Partners
Jessica Torchia
Jessica.Torchia@FiCommPartners.com
908-872-7319
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