Today is the last day for guaranteed delivery of classroom materials as you join the industry's best coaching team for an in-depth day of virtual training on the world's #1 Risk Alignment Platform this Friday, May 15th.
Registration is for your entire firm, and we'll dive into topics like client engagement, optimized portfolio construction, and how to supercharge your marketing. Plus, we'll geek out on investment analysis methodology and enjoy an executive session with Riskalyze CEO Aaron Klein.
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.
Vident Financial: Is now a good time to invest in Real Estate ETFs? | May 12th
Learn from experts at Vident Financial if now is a good time to invest in Real Estate ETF’s and understand the importance of Geographic Diversification, leverage in a crisis, and the two types of risk that exist today. Deep dive into the Vident methodology, funds and models, and see how you can maximize them with an interactive demo of the Autopilot Trading Dashboard.
Investing in the Time of Coronavirus with Fidelity | May 13th
Hear from executives at Fidelity on the current state of the Coronavirus Pandemic and the investment landscape as a whole. Learn what to consider when looking to effectively mix performance and safety features in a portfolio, including when active management may offer potential benefits. Review Fidelity models in the Partner Store and learn how to unlock Trading Automation inside Riskalyze.
Franklin Templeton Model Portfolio Updates | May 19th
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. Additionally, we'll review how to unlock Trading Automation inside Riskalyze, and how you can seamlessly take Franklin Templeton's strategies from discovery, to decisions, to trade execution, and keep everything on track.
Rather than getting caught up in the ocean of information available online and elsewhere, it’s important for advisors to direct their clients and prospects to reliable sources of data that have stood the test of time – delivered to them in a format they can understand.
In our most recent white paper, How to Help Clients Visualize and Understand What You’ve Been Telling them for Years, we explore how Riskalyze helps you keep clients invested, turn fearful prospects into fearless investors, and engage with clients in a meaningful way.
Even the best advisors know that client conversations during moments of market volatility can be tough.
Riskalyze Check-ins helps you streamline communication and stay in touch with client “money moods” throughout the year. After answering just two questions, clients see adaptive analytics that help them understand what “normal” looks like for their portfolio.
Check out our set-up tutorial lesson below to learn more or schedule a call with one of our Success Coaches to walk you through the process.
Don't just wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. With Retirement Maps, you can illustrate the bigger picture and even uncover outside assets.
Retirement Maps is a powerful tool to help advisors quickly determine the probability of success for a given retirement strategy. Lightning-fast calculations encourage advisors to show their clients the impact of various retirement plan assumptions in real-time, right before their eyes.
Check out training resources below to learn more or schedule a call with one of our Success Coaches to guide you through the process.