The Fearless Investing Movement is turning ten! We’re celebrating with a week full of gifts for the most incredible advisors in the world. Plus, all week long we'll be sharing our favorite memories, laughs, and flashbacks from the past decade and would love to hear yours too! Use the hashtag #RiskalyzeTurns10 to share your stories with us!
Join us for a virtual gathering of the profession’s best and brightest, all in one day! The Fearless RIA Roundtable is built by and for RIAs. Learn from the best as they share their stories, skills, shortcuts, failures, and successes.
Topics range from using marketing to tell your firm’s story, allocating tech spending for growth and scale, and much more. Attendees are eligible for three hours CFP CE credit from the day’s sessions. Register now to learn the playbook and build the platform to take your firm to the next level!
You’re only as efficient as the systems around you, and fortunately, the Risk Number plugs right in to all your favorite fintech products. Select your current (or planned) tech tools, and we’ll provide you a personalized how-to guide. Whether you’re looking to connect your custodial feed into Riskalyze, sync data back and forth across your CRM, or attach your reporting and billing engines, you’re able to put the Risk Number at the heart of your financial planning platform.
Join us in Palm Springs for the Fearless Investing Summit taking place September 29th - October 1st. With 700+ attendees, 80 hours of breakout sessions, dedicated 1:1 coaching, and a variety of CFP CE courses you won’t want to miss it! Whether you’re a Summit veteran or new to the Fearless Investing Movement, we’d love to see you at the best advisor conference of the year.
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.
Riskalyze + Redtail Next-Gen Integration Launch | March 16th
Join Redtail CEO Brian McLaughlin and Riskalyze CEO Aaron Klein as they discuss brand new enhancements to the Riskalyze/Redtail product integration. See firsthand why thousands of advisors are using this powerful integration to reduce redundant data entry and back-office tasks, increase their productivity, document their fiduciary standard of client care, and so much more! Attendees will also be eligible to receive a no-cost trial of Riskalyze and/or Redtail.
The Riskalyze Partner Store | March 25th
Join us to learn more about Riskalyze’s award-winning model marketplace, the Partner Store. It’s your one-stop collection of world class models, available inside your Riskalyze account. We’ll discuss topics like what the Partner Store is, who it’s for, recent updates, and how to leverage its models to construct your proposals and scale your practice.
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We've launched the largest update to proposal generation since its inception! Proposals are you way to build and deliver recommendations to your clients, and provide a fantastic opportunity to brainstorm ideas with colleagues and clients alike.
Our all-new proposal generation options allow you to provide multiple portfolio options to your clients so they can choose the one that suits them best, increasing their plan buy-in and confidence. Learn how this new workflow brings the benefits of your advice to more investors and sets the right expectations with your clients!
Join tens of thousands of advisors who empower clients to invest fearlessly.
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