Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
One For Your Podcast Playlist
Recently, Michael Kitces featured Riskalyze Trailblazer Nina O’Neal on his Financial Advisor Success podcast. Throughout the interview, Nina gave one great example after another as to how she and her office utilize Riskalyze to empower their clients to invest fearlessly.
We think you’ll be able to mine a ton of best practice advice from Nina and Michael’s discussion. Queue it up and give it a listen!
Live and On-Demand Training
We know you’re busy and time is precious so we’ve created multiple ways to serve your training needs. Whether you’re looking for hands-on training, self-guided programs, world-class events, or the industry’s best support team, we’ve got exactly what you need to make you and your team successful.
Find your training and support options at riskalyze.com/training.
Looking for training suggestions? How about a webinar on portfolio analysis tools and best practices? Click the button below to register for the live webinar. Can't make it to the webinar? Sign up anyway and we'll send you the recording.
"My favorite part about Riskalyze is your support. It’s like you guys designed all the ways you could help me before you even designed the incredible product itself!" - Andrew, Advisor in Massachusetts
Partner of the Month
We are very excited to showcase Cambria Investments as our featured Riskalyze Partner Store Partner of the Month.
Cambria Investment Management is a registered investment adviser based in El Segundo, California. They provide a suite of investing solutions, ranging from private funds, to a growing portfolio of proprietary ETFs, to the Cambria Digital Advisor, which is their separately managed account service, driven by six unique Trinity portfolios, available inside Riskalyze.
Riskalyze advisors can subscribe to Cambria's model portfolios at no cost and receive alerts when strategies are updated in real-time.
Fintech Report Card: July 2019
Below is the July edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into last month's hottest news.
Equity Concepts Case Study
Hear the story of how the co-founder of an advisory firm discovered Riskalyze, and see what it has done for their advisors. Prospect meetings have become meaningful for them, and the stats don't lie!
Download The PDF
We’re about one month away from three incredible days in Boston. If you and your team haven’t secured your Fearless Investing Summit tickets yet, time is running short. There are 20 tickets left and we want to make sure you have a chance to confirm your place before we sell out.
At the Fearless Investing Summit, you'll have the opportunity to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders. Click the button below to reserve your spot today!
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