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.
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!
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 + Blackrock | January 11th
Please join BlackRock and Riskalyze for a private tour of our Riskalyze Trading tech! You'll receive an in-depth tour of "the rebalancer for advisors who hate rebalancers' and an interactive demo of how to unlock Trading Automation inside Riskalyze. Seamlessly take BlackRock models from discovery, to decisions, to trade execution and keep everything on track.
Live Training 101: Riskalyze Essentials | January 28th
Ready to rev up your learning? Join us for a live training that covers the four essentials of Riskalyze! You'll be able to accurately quantify your clients' risk tolerance levels, learn best practice workflows, and get access to additional resources to take your practice to the next level.
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 online workshop, Rubicon Crypto CEO Greg Johnson will provide common sense answers to top questions clients may soon be asking their advisors.
You've always been able to see how a client's portfolio would have performed during specific market events, but now you can connect these events together to create a portfolio narrative that provides context on client and prospect investment performance alike.
Prove your fiduciary care with up to five comparisons — using proposals, indexes, blended benchmarks, or individual stocks or funds. Scenarios helps you illustrate the relationship between risk and reward in a historical context to help clients make the right decisions.
In need of some new listening material? Catch up with Riskalyze CEO Aaron Klein as he sits down to chat with industry thought leaders about the market, the evolution of risk solutions, thriving in the midst of digital transformation, and more!
WealthTech on Deck
Risk has always been a part of financial advice and strategy. But what does it really entail, both for advisors and for their clients? CEO & Co-Founder Aaron Klein joins LifeYield's WealthTech on Deck podcast to chat about the evolution of risk solutions, the impact of focused innovation on financial advisors, and the future of a multi-platform world.
Can You Hold My Attention?
CEO Aaron Klein joins Derek Bruton on the “Can You Hold My Attention?” podcast to discuss wealth management trends, the current wave of digital transformation, how advisors can fuel their growth initiatives, and more.
Behind the Markets
How can you use data to make informed risk related decisions in the Fintech market? Co-Founder Aaron Klein joins hosts Jeremy Schwartz and Ryan Krystopowicz to discuss data analytics, risk management, a macro level view on model portfolios, and more.
Looking to refresh your reading list in the new year?
Financial advisors are among the best "lifelong learners" we know, and reading helps provide a broad range of perspectives to becoming a better leader, a better manager, and a better person all around. CEO Aaron Klein shares his top reads of the past year — we hope you find a few gems.
Join tens of thousands of advisors who empower clients to invest fearlessly.BOOK A DEMO