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.
The 2020 Technology Tools for Today survey is here! Headed by Bob Veres and Joel Bruckenstein, the survey should take no more than 15 minutes to complete.
Vote for your favorite software vendors and fund companies and show some Riskalyze love! Look for us in the risk tolerance, economic and stress testing tools, and online portfolio management categories.
CEO Aaron Klein sits down with Josh Itzoe of The Fiduciary U Podcast to discuss how the global pandemic has vaulted investors into the “risk-first” decade, why financial professionals without a risk alignment tool in 2020 are like advisors without computers in 2000, and why using a quantitative approach to risk is superior to a qualitative one.
Hear insights on how investor and advisor behavior changed during the market downturn and where Aaron sees the delivery of retirement investment advice changing over the next decade. Plus, Aaron shares his single best piece of advice for making ERISA fiduciaries smarter!
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.
Go RIA - A Virtual RIA Summit | Oct. 21st
Join FPA of Connecticut for a complimentary open forum on what exactly is involved with “Going RIA” or “Joining an RIA.” Engage with some of the industry’s top thought leaders and participate in a variety of panel discussions including “RIA Tech Talk” with Riskalyze CIO Mike McDaniel at
1 pm Eastern.
Riskalyze + Conneqtor: Defining Your Niche, Digital Marketing, & Lead Generation | Nov. 5th
Join Derek Notman, Founder at Conneqtor, and Matt Fritsch, Director of Channel Marketing at Riskalyze for a timely discussion on defining your niche, digital marketing and lead generation best practices for financial advisors in this new digital as default world. As a financial advisor, and founder of Conneqtor, Derek has created a cutting edge, one of a kind training system to help independent advisors dominate in the digital world.
Riskalyze + LikeFolio | Nov. 10th
Join Andy Swan, CEO of LikeFolio and Todd Johnson, Director of Channel Alliances at Riskalyze to learn how LikeFolio identifies shifts and trends in consumer behavior on Main Street, before it becomes news on Wall Street. Take a deep dive into LikeFolio’s unique methodology, models and on-demand research.
Riskalyze + Invesco | Nov. 19th
Join Izaak Mendelson, Head of Model Distribution Wealth Management Platforms at Invesco and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss the math, methodology and expertise behind Invesco's model portfolios now available in the Riskalyze Partner Store.
Our one-stop collection for free and subscription-based models just got even better. We're thrilled to welcome WisdomTree and Charles Schwab to the Partner Store. Ready to dive in? Join us for the webinars below to unlock their methodologies, models, and understand how Trading Automation in Riskalyze seamlessly takes you from discovery to decisions and keeps everything on track.
For a website to be successful, it needs to serve at least three purposes:
Introduce Your Services
On top of that, it needs to be well-designed which is no easy feat! We’ve scoured the entire internet (ok, maybe not the entire internet) to highlight the year’s best and brightest advisor websites and how they accomplish these goals. We hope they provide some design and concept inspiration for your own website!
Looking to grow your business? Join Stephanie Bogan, the creator of Limitless Advisor Coaching and one of our fantastic Fearless Week keynote speakers, for a free, one-hour webinar November 10th:
“Elevate Your Thinking. Accelerate Your Success.”
Stephanie will be discussing her 2021 program, and you’ll hear from current students how Limitless Coaching has helped grow their business while gaining the time and freedom to enjoy their success. Stephanie is offering a significant discount to Riskalyze advisors who sign up for the program. Use code “LIMITLESS2021” to take advantage of your exclusive savings!
No matter how much you steer a client toward staying invested within their comfort zone so they can meet their long-term goals, people have a natural inclination for that “grass is greener” mentality. They see how the market is performing, and from there, ask the age-old question: “Why is the market beating my portfolio?"
With Stress Tests, you can answer that question and seamlessly depict the effects of different market scenarios on a client's portfolio with the click of a button. Run any of your client's portfolios through a market timeline or scenario and compare them to just the right benchmark to make your point.
Schedule a complimentary coaching call to learn more and read how to create a stress test below!
Join tens of thousands of advisors who empower clients to invest fearlessly.BOOK A DEMO