Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Riskalyze Mobile App Now Available
The mobile app is here! Your "Remote Control for Riskalyze" is now in Apple's App Store.
Execute on some of your most-important tasks quickly so you can get back to what you’re doing, with minimal disruption while you’re out of the office. Download the app to get started!
Autopilot No Platform Fee Program
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
Partner of the Month
We are very excited to showcase Inspire Investing as our featured Riskalyze Partner Store Partner of the Month.
Inspire Investing is the world's largest provider of faith-based ETFs and a leader in the biblically responsible investing (BRI) movement. Inspire just announced surpassing $500M in AUM through their BRI ETF’s. Their rapid growth is a testament to the expanding movement among Christian investors to align their investments with the biblical values they hold dear. At the center of Inspire’s approach is their proprietary Inspire Impact Score methodology, which analyzes companies from the bottom-up with a rules-based, methodology driven process through the lens of a biblical values worldview.
The Inspire Global Impact ETF strategies inside Riskalyze seek to provide differentiated alpha, quality tilt and systemized risk mitigation by using the innovative Inspire Impact Score methodology for faith-based ESG factor analysis applied to the global company universe. Riskalyze advisors can subscribe to Inspire’s model portfolios at no cost and receive alerts when strategies are updated in real time. Inspire ETF’s are also included in Riskalyze’s No Platform Fee (NPF) list of funds when used with Autopilot. We invite you to learn more about Inspire, Autopilot and the NPF Program at our upcoming webinar on June 28 at 1pm PT.
Webinars You'll Love
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.
Summit Travel Discounts Available
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!