Blog → Newsletter → Riskalyze Review: February 2020

Riskalyze Review: February 2020

25 Feb 2020

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.

Online Events You'll Love

At Riskalyze, we know we're only as good as the incredible advisors we serve, and we're proud to offer a host of educational opportunities to help your business thrive.

Unlock Riskalyze Portfolio Analysis Tools [Feb. 26th] – Together we’ll unpack the Heatmap, Stress Test, and Scenarios tools. Learn how to successfully leverage their functionality to inspire more meaningful conversations with your clients.

Twenty Over Ten & Riskalyze [March 5th] - Learn from the industry experts how to combine inbound marketing best practices with the Risk Number^®to propel growth, drive qualified leads, and improve client and prospect engagement through hyper-personalized content sends.

Fearless Investing Summit 2020

Join us in Palm Springs for the Fearless Investing Summit September 23 – 25^th. With 700+ attendees, 80 hours of breakout sessions, 1:1 coaching, and a variety of CFP CE courses you won’t want to miss it! Be sure to save your spot soon, early bird pricing ends March 30^th.

Whether you’re a Summit veteran or new to the Fearless Investing Movement, we’d love to see you at the best advisor conference of the year.

EXPLORE THE SUMMIT

Riskalyze Expands Executive Leadership Team

We’re thrilled to bolster our leadership team with new executives who are passionate about empowering the world to invest fearlessly! With a combined 51 years of experience between them, Riskalyze has expanded the company’s depth in software engineering, customer success, and finance.

MEET THE TEAM

All About Riskalyze GPA^®

Not all portfolios are created equal, but with Riskalyze GPA, you can ensure your proposals are "making the grade."

Our GPA centers around making return efficiency accessible to your clients. It levels the playing field to help you explain why your Risk Number 65 portfolio recommendation is better than the Risk Number 65 portfolio your clients built themselves.

Check out our 5-minute video walk-through with CIO Mike McDaniel below or schedule a free coaching call to learn more!

WATCH THE VIDEO

SCHEDULE A CALL

Riskalyze Bootcamp

We're hitting the road (again) in 2020! Join the industry's best coaching team during our six-city tour for in-depth training on the world's #1 Risk Alignment Platform.

We'll dive into topics like client engagement, optimized portfolio construction, and how to supercharge your marketing. Plus, we'll geek out on investment analysis methodology and enjoy an executive session with Riskalyze CEO Aaron Klein. All this, and we'll leave you packed full of resources for your business too. We can't wait to take fearless investing to the next level with you!

SAVE MY SEAT