Riskalyze Review: June 2021

• 4K+ new stocks, funds, and ETFs

• 10K+ more REITs, UITs, structured notes, buffered ETFs, and SMAs

• 19K+ new individual corporate, municipal, and government bonds

While we typically reward referrals with a $100 Amazon gift card, as a special thank you, if you refer an advisor between June 1st & June 8th and if they join the Fearless Investing movement in June, we will send you each one of the following gifts as a special thank you: Yeti Tundra 35 Cooler, $250 Visa Gift Card, or a $250 Ticketmaster Gift Card. 

2020 was a certifiably challenging year, but that didn’t stop us from building out Riskalyze Certifications! A new educational path available through Riskalyze Academy, each of our certification offerings come with a share link for learners to easily print or post their success. Learn more about our first three certification tracks and how to get started 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.

Tax Intelligent Trading with Riskalyze | June 3rd

Join us for a private tour of the all-new Riskalyze Trading Technology with Dane Kurtz, Riskalyze Trading Product Manager. Learn about two powerful new features to turn you into your clients’ tax superhero: Riskalyze Tax Intelligent Trading and Intelligent Tax Optimization.

Want to avoid all capital gains? Easy. Willing to take long-term gains, but want to avoid paying higher rates on short-term gains? Effortless. Want to set a customized capital gains budget? No problem. Armed with these tax intelligence features, you'll have a massive competitive advantage over every other approach your client could take — hands down.

Live Training 101: Riskalyze Essentials | June 29th
Ready to refresh your Riskalyze skills this summer? 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. 

Copytalk & Riskalyze: The Best of Advisor Productivity
This past week, Riskalyze CEO Aaron Klein was interviewed by Maree Moscati, CEO of Copytalk about “The Best of Advisor Productivity.” With a wide-ranging discussion on leadership, the profession, best practices on aligning your firm’s tech, and more – it’s an interview you won’t want to miss!