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We're thrilled to introduce a slew of new features and updates from the 2021 Fearless Investing Summit in Palm Springs. Read the full announcement below!
New feature to search and screen funds renders “the archaic 30-page report” obsolete and headlines a slew of updates including an All-New Portfolios Experience at the company’s annual event in Palm Springs.
PALM SPRINGS, CALIFORNIA — Sept. 30, 2021 — Riskalyze, the company that invented the Risk Number®, today announced several revolutionary upgrades to its platform at the company’s annual Fearless Investing Summit. During this three-day event, leading financial professionals, experts, and entrepreneurs come together to discuss key financial advisor trends, digital marketing strategies, and lessons in entrepreneurship from more than 40 featured speakers.
Headlining CEO Aaron Klein’s keynote presentation today was a feature brand-new to Riskalyze: Discovery. It uses a quantitative engine to find exchange-traded funds (ETFs), mutual funds, and other securities that best fit an investor’s portfolio utilizing a series of criteria that includes the Risk Number® and Riskalyze GPA®. For Riskalyze Select and Elite users, Discovery is part of a free upgrade and it will be live by the end of October.
“Riskalyze has a time-honored reputation for continual innovation on behalf of the advisors we love to serve, and the end investors they empower to invest fearlessly,” Mr. Klein said. “Discovery is a new cornerstone in our efforts to deliver a modern client engagement, portfolio analytics, and investment research experience. It will revolutionize how advisors search and discover the right investment solutions for their clients, and we’re so excited to put it on their desktops.”
Other announcements from Mr. Klein’s keynote presentation include:
Mr. Klein was joined during his keynote presentation by Envestnet Chief Executive Officer Bill Crager (via video), Mariner Wealth Advisors’ Head of Platform Solutions Brian Leitner, CFP®, and Cetera Financial Group Chief Executive Officer Adam Antoniades.
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 www.riskalyze.com.
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