We're thrilled to announce the launch of brand new features for our Select and Elite customers ahead of the Reg BI Compliance deadline. Our new analytics and due diligence tools empower advisors and wealth management enterprises to better build, trade, and document portfolios in the best interests of investors.
Report Attachments in Riskalyze Select
Advisors and firm administrators can now ensure that all client-facing printed materials satisfy Reg BI's disclosure obligation by attaching their Customer Relationship Summary (Form CRS) to client-facing reports. Additionally, firms can use the new Report Attachments functionality to creatively customize reports in whatever way fits their business best!
Stats 2.0 in Riskalyze Elite
Detailed Portfolio Stats is now equipped with new analytics, new widgets to analyze portfolio composition, and additional layers of configuration for drilling into a recommendation. The Portfolio Sandbox module aids in the decision-making process by visually demonstrating the impact of potential changes to a portfolio alongside all-new reporting options which beautifully present this detail to clients in print form.
Learn more about these and all of our recent feature announcements using the resources below!
Fearless Week 2020 is an unprecedented, immersive digital experience taking place August 11-14, 2020. We’ve taken a fresh look at the possibilities for 2020 and have designed an innovative, first-of-its-kind event from the ground up with the capacity to host thousands.
REGISTRATION IS FREE FOR THE FIRST 1,000 CUSTOMERS!
Learn from the brightest minds from inside and outside the industry. From the breakout sessions to the keynotes, Fearless Week is the premiere 2020 event for the financial advice community, featuring a world-class lineup of leaders and industry experts.
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.
Navigating Reg BI | June 26th
Reg BI is about demonstrating your care for clients while educating and informing them about your decisions. In this webinar, we'll unpack the four main components of Reg BI and what they mean for you. Join Hilary Katz, Onboarding Coach at Riskalyze, as she takes you through the ins-and-outs of navigating Reg BI and what it means for your firm. Completion of this course will qualify for one hour of CE credit.
Female Advisors Address the Volatility Narrative | REPLAY
Join Charlotte Geletka, of Silver Penny Financial, Nina O'Neal of Archer Investments, and Madeline Nunnink and Ashleigh Boone of Riskalyze for a fun, frank, and fearless conversation focused on building your advisor narrative around volatility. We'll discuss the unique challenges and rewards experienced by female advisors, women's unique ability to tell the client story and build relationships, and best practices for implementing Riskalyze to drive results.
Fidelity + Riskalyze Using Tech to Grow in 2020 | REPLAY
Join Amanda Robinson, Director of Model Portfolios Business Development at Fidelity and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss best practices for model portfolio construction, with a focus on maximizing risk-adjusted total returns and accommodating for individual risk preferences.
Franklin Templeton Partner Store Portfolio Update | REPLAY
Join us for an introduction to the Franklin Templeton Outcome Models available in the Partner Store including investment philosophy, methodology, and process. Learn best practices for model portfolio implementation, key benefits, characteristics, and performance of the Franklin Templeton Multi-Asset Solutions.
Email marketing is an effective, low-cost strategy to connect with your customers, prospects, and leads that allows you to connect in a personalized way. Messages can be tailored to the specific audience you want to reach and sent at a time that’s convenient for the recipient.
The ultimate goal of any quality email marketing program is to provide human and helpful content to recipients. It helps advisors build long-term, personal relationships and provide trustworthy guidance and support to customers and prospects. Read our top 5 tips to help you lay an effective foundation for success!
With a simple link or a few lines of code, you can embed the Lead Generation Questionnaire (LGQ) into your own website, email signature, or social media posts to create a new way for prospective clients to engage with your firm. With a few clicks, your website transforms from a brochure into an active tool that generates new business for your practice.
Read best practices below on how to use the LGQ to drive traffic to your website. Our Success Coaching Team would be happy to help guide you through the simple set-up process.