Blog → Newsletter → Riskalyze Review: January 2022

Riskalyze Review: January 2022

10 Jan 2022

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

Take the T3 Survey

The 2022 Technology Tools for Today survey is here! Run by Bob Veres and Joel Bruckenstein, the survey should take no more than 15 minutes to complete. Vote for your favorite software vendors and fund companies and show some Riskalyze love! Look for us in the trading, economic analysis and stress testing tools, risk tolerance, and investment data/analytics tools categories!

Build Your Tech Stack

Is your 2022 resolution to finally align your tech stack? We know you’re only as efficient as the systems around you. Our tech stack builder allows you to select either your current or planned tech tools to create a personalized set-up guide that puts the Risk Number at the heart of your efficient workflows.

Apply to be a Riskalyze Trailblazer

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!

Online Events to Grow Your Business

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.

Guide: Form CRS Compliance

Advisors need to be increasingly agile, informed, and armed with technology that helps them pivot through the relentless transformational challenges they face. Especially when it comes to compliance.

Understanding Reg BI and Form CRS is the crucial first step. Find out how your firm can more effectively meet the SEC’s new regulatory requirement with our helpful guide!

Feature Spotlight: Scenarios

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.

Your Personal Podcast Round-Up

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.

CEO Aaron Klein's Top Reads of the Year

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.