Riskalyze Review: July 2017

Summer is here! We’ve created the essential checklist for financial advisors so you can make the most of it. With clients on vacation, now’s the perfect time to tackle your to-do list (or at least have an intern tackle it for you).

Ready for a deep dive into practice efficiency? Whether you'd like some live Riskalyze training, best practices for automating accounts with Autopilot, or you want to join us as we hang out with our friends at SS&C Advent and Advizr at an exclusive "Fintek" event, we've got an upcoming webinar for you. Use the links below to register.

Did you know you can link Riskalyze directly to your custodian for free? Syncing accounts and portfolios into Riskalyze has never been more seamless. Check out our list of custodial integrations, and bonus points for bookmarking because we'll be adding plenty more.

Below is the June edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into the hottest news of the month.

Using Riskalyze to make portfolio decisions has always been easy, but now implementing them won’t be a pain in the assets. You’re going to love how simple it is to put an account on Autopilot and keep it on track with One-Click Fiduciary™ technology. Miss the launch buzz on Twitter? Here's a recap.

The response to the Fearless Investing Summit has been incredible and we can’t wait to see everyone on the shores of Lake Tahoe October 4-6. Registration is expected to close soon, so contact us or buy tickets online to reserve your spot.

These days, it’s not enough to simply have a website...you need a good one. We’ve compiled 15 examples of great financial advisor websites to get you inspired and boost your online appeal.

We think you'll like it.