We couldn’t be more excited to announce the wide
availability of an exciting feature we’ve been testing for some time – the
ability for advisors to seamlessly sync in outside assets for prospects and
active clients. Starting today, advisors will be able to import an investor’s
outside assets from over 18,000 connections from thousands of financial

With a simple slide of the keyboard, advisors can now let prospects rapidly
enter credentials to sync and calculate their current portfolio’s Risk Number. If
the advisor is working with the client remotely, the advisor can send a simple sync
request to to the investor’s inbox. Also included is a daily sync feature,
which ensures that an advisor’s information is consistently up to date.

Riskalyze has been uniquely capable of helping advisors demonstrate a lack of
alignment between a prospective client’s assets and their Risk Number. Advisors
pinpoint how much risk a client wants, how much risk a client needs to take to
reach their goals, and how much risk they currently have in their portfolio. Four
out of five prospective clients usually discover they have more risk than they
need or want to reach their goals — they want to be a 46, but their
portfolio is an 89.

For months Riskalyze has been using its Asset Sync solution, powered by Quovo,
in its Autopilot digital advice platform. Now the power of Asset Sync is widely
available to Riskalyze users. Up until now, advisors have spent 2-3 minutes
keying the holdings of the investor’s current portfolio into Riskalyze. With
Asset Sync, advisors may never have to manually enter an outside portfolio

The Asset Sync feature will also allow advisors to stay on top of a client’s
held-away assets, pointing out when those assets are misaligned with a client’s
Risk Number, and creating opportunities to discuss growing their business with
that client.

Asset Sync can be enabled by every Riskalyze user today through the add-ons tab
in the settings menu
. This feature will be free
of charge for every customer through July 31
(some usage restrictions may
apply). After August 1, Solo and legacy plan customers can use Asset Sync for
$20/month; Team and Enterprise customers can enable it for free. All customers will pay a simple $1 for each client institution, either one-time or per-month
for ongoing sync.