With hundreds of advisors managing billions in AUM through Autopilot Trading, we are pleased to highlight a way for advisors to access both Riskalyze and Autopilot for free. Our NPF list comprises nearly 200 hand-picked funds from select strategists and asset managers in the Riskalyze Partner Store. Check out the full program details and book a demo to see it firsthand.
To me, Autopilot Trading and the Risk Number go hand-in-hand. I spend time with the client on Riskalyze to determine their Risk Number, build a Retirement Map, and explain our proposed portfolio, so implementing my investment decisions in Riskalyzemakes so much sense. - Jason, Advisor in Iowa
At Riskalyze we know we are only as good as the amazing advisors we serve, and we're proud to offer a host of educational opportunities to help your business thrive. Sign up below or anytime you're in Riskalyze by clicking on the Menu ≡ icon (top right of your screen) followed by the Webinars tab.
This month we are proud to introduce Potomac Fund Management to the Partner Store, showcase our partner Inspire Investing and the Biblically Responsible Investing (BRI) movement, as well as provide best practices for capturing multiple risk assessments for couples and families inside Riskalyze.
Can't make the events live? No problem, just RSVP in advance to receive a recording in your inbox.
Capturing multiple Risk Assessments
Potomac Fund management partner launch
It doesn't matter if it's a plane or automobile...we've got you covered! We're partnering with Delta, American, and United Airlines to provide up to 10% off your flights coming to the Fearless Investing Summit.
If you'd prefer to stay closer to the ground we've got you covered as well. Avis and Budget car rentals are joining the discount party along with our negotiated $259/night rate at the Boston Park Plaza. It's the best comparable hotel rate you'll find in the city.
To learn more click the button below or head to www.fearlessinvestingsummit.com and click on the "Travel" tab. However you get there we can't wait to see you in Boston!
Below is the May edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into the past month's hottest news.
fintech report card