Leverage the power of the Risk Number® to set expectations with clients, document your fiduciary approach, and grow your business.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Give home offices and compliance offers the tools they need to standardize their business around the common language of risk.
What if your compliance tool wasn't just your last defense, but your best offense? That's why we've built Command Center — to empower home offices with best-of-breed compliance and firm configuration. Command Center gives compliance heroes the tools they need to standardize their entire business around the common language of risk.
Registration for the 2022 Fearless Investing Summit is open, and tickets are going fast! Riskalyze's annual conference empowers financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
This year's summit is in Salt Lake City, Utah from October 19-21, with an extra special surprise in store: Summit 2022 will be the first event ever hosted in the brand new Hyatt Regency Salt Lake City. You won't want to miss your chance to be one of the first ever guests in downtown SLC's newest convention hotel.
Riskalyze CEO Aaron Klein and Shaping Wealth Co-Founder Joy Lere will lead this engaging session with actionable insights on how emotional intelligence can help advisors establish trust with clients and lead to higher levels of success. Join us today, May 12th from 4:00 - 4:45pm ET.
We've been busy enhancing our product and adding new features to make Riskalyze even more effective and user-friendly. Check out some of our latest blog posts for updates to our product and other important information!
Introducing Advanced SMA Analysis in Riskalyze
Here at Riskalyze, we provide coverage for more than one million securities that advisors use to build portfolios, proposals, and models that leverage the power of the Risk Number®. So, we started asking ourselves, “What would happen if we brought our most advanced analysis and powerful data visualization tools to SMAs?” And that’s just what we’ve done.
Google, Yahoo, and the Future of Security Screening
Fund screening and discovery has long been an antiquated process for advisors. Find out how fund discovery trends mimic the great Yahoo vs. Google battle, and how Riskalyze is changing the game.
Favoriting Funds in Discovery
With 13 different filters, a natural language search engine, and detailed analysis on more than one million securities, Discovery is the most beautiful, intelligent way to find the securities your clients need most.
With the Lead Generation Questionnaire, in just a few clicks, your website can transform from a brochure into an active tool that generates new business for your practice. Embed the Lead Generation Questionnaire into your website, email signature, or social media posts today!
We have a round-up of recent podcasts featuring our CEO, Aaron Klein. Listen in to hear from Aaron himself on the start of Riskalyze, his commitment to advisors, shaping the future of the industry, and more!
We understand that when you have a question, you need it answered fast. That's why we created Riskalyze Office Hours, so you can ask questions to our coaches, get them answered, and get on with your day. Pop in and out of any of our weekly sessions, Tuesdays through Thursdays, 4-5 pm EDT. Registration is quick and easy, so get your name on the list and get your questions solved!
Join tens of thousands of advisors who empower clients to invest fearlessly.BOOK A DEMO