Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Riskalyze Referral Program
The highest compliment we can receive is a qualified referral from a satisfied customer. If you love Riskalyze and spread the word to a fellow advisor who joins Riskalyze before January 31st, 2020, you'll receive up to $300 in Amazon gift cards as a small token of our appreciation. Click below to learn more and recommend an advisor today.
Methodology: Non-Traded REITs
How do you analyze the risk of a non-traded REIT? Hint: if you’re using NAVs, you’re doing it wrong.
Riskalyze CIO Mike McDaniel shares how thousands of advisors and many home offices lean on our proprietary calculation to determine the risk/return profile on non-traded REITs and non-traded BDCs.
Regulation Best Interest
Is your firm ready? Spoiler: Because you have Riskalyze, the answer is yes!
Need a Reg BI primer? Interested to learn how Riskalyze helps you document that you're acting in the best interest of your clients? We’ve put together a checklist, a whitepaper, and a case study to demonstrate how your firm needs to engage with investors under the new rule.
Webinars 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.
Watch on-demand how firms are preparing to meet the four objectives of the Regulation Best Interest (RegBI) SEC rule. On December 4th, join Riskalyze and Blue Vault Partners to learn about cutting edge non-traded REIT research and the 10-factor methodology used inside Riskalyze. Finally, on December 5th, tune in to learn about our new Vise AI integration and how advisors are leveraging the power of AI with Riskalyze metrics to build better portfolios.
Can't make the events live? No problem, just RSVP in advance to receive a recording in your inbox.
Fintech Report Card: October 2019
Below is the October 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.
Riskalyze Welcomes Fidelity Investments
We're thrilled to welcome Fidelity Investments into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Accessing Fidelity's powerful portfolio management capabilities, Fidelity model portfolios can help you manage investments effectively so you can add value for your clients in other ways. Advisors can now access 26 unique Fidelity models at no cost, drop them right into their accounts and customize them with just a few clicks.
Fidelity is also the newest member of the Riskalyze No Platform Fee (NPF) Program, which consists of 200 hand-picked funds from select strategists and asset managers in the Riskalyze Partner Store. Advisors using the funds through the Autopilot Trading Platform can qualify to receive Riskalyze and Autopilot at no cost.