Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
An investor’s risk tolerance is only one ingredient. When you also assess risk capacity, it becomes easy to illustrate how much risk they need to reach their goals. Retirement Maps serves as a great precursor to a comprehensive financial plan. When a client understands what they need, you can tailor a portfolio and plan to match.
Retirement Maps is used to paint a picture of risk capacity to see if an investor has the right amount of risk to reach their goals. But it also serves as a great launching point to talk about the big-picture overall. Clients love seeing their map bounce into the green.
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.
Riskalyze and Allianz Partnership Webinar | Feb. 17th
Join us for a lively discussion on market assumptions, rising interest rates, and valuable resources around Allianz index variable annuity and fixed index annuities products. We'll demonstrate how to incorporate interest rate risk and how to change historical assumptions to forward looking capital market assumptions, how to lower risk without giving up returns, and more!
Five Things Every Advisor Needs to be Able to Tell Clients about Crypto Right Now | Feb. 24th
Whether you’re an early adopter or a complete skeptic, having a basic understanding of cryptocurrency is a must for the modern-day wealth manager. In this engaging, CFP CE eligible online workshop, Rubicon Crypto CEO Greg Johnson will provide common sense answers to top questions clients may soon be asking their advisors.
Selling Your Business: Advice for Getting Full Value For Your Firm | March 11th
Join Riskalyze and Ted Jenkin, CEO of oXYGen Financial, for a CFP CE eligible conversation on firm M&A, advice for those considering selling their own business, finding a great G2, the value that investing in your business can have when it’s time to sell, and knowing when to make the transition.
Accelerating Digital Growth with FP Alpha & Riskalyze | March 17th
Join FP Alpha & Riskalyze as we break down how integrations can be used to focus firm positioning, grow revenues, & operate a scalable practice. Learn why digital marketing is an essential component in growing your practice, how to achieve operational efficiencies through your tech stack, & what tools can enable you to better establish a value proposition with clients.
Introducing the Class of 2021 Advisor Appreciation Award winners! With a variety of categories celebrating advisors who are champions of content, inspire us both in (and out) of the office, spotlight the Riskalyze mission, and more, this year's winners lead the way for their clients and the financial industry.
Read CEO Aaron Klein's all new collaboration with WealthManagement.com. Focusing on the top five stories in wealthtech from the previous month — it gets you caught up on the top news you need to know now. Check out the first issue and read the full list of the top 5 newsworthy moments in fintech from the past month!
The Riskalyze Trailblazers program is an exclusive group featuring advisors from around the country created to advocate for Riskalyze with fellow financial advisors, the press, and across the wealth management industry.
Trailblazers receive premier access to senior leadership, industry events, and media opportunities and are the first to experience new features and product developments. For more information and to submit your application, visit the link below!
Join tens of thousands of advisors who empower clients to invest fearlessly.BOOK A DEMO