Blog → Newsletter → Riskalyze Review: September 2019

Riskalyze Review: September 2019

23 Sep 2019

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.

Watch the Livestream Event

We’ve got exciting news to share that we know you’re going to love! Learn about next-generation improvements as we stream a special Riskalyze event live from the Fearless Investing Summit on October 3rd.

Some big announcements are in store, so we’ve set up a calendar invite to make sure you don’t miss what's next in the fearless investing journey.

Add To my Calendar

Riskalyze Welcomes Franklin Templeton

We're thrilled to welcome Franklin Templeton into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Advisors can now access 12 unique Franklin Templeton models, offered in 2 share classes at no cost, drop them right into their accounts, and customize them with just a few clicks.

Each model portfolio is dynamically adjusted to respond to changing markets, features a cost-effective mix of active funds and ETFs, and is stress-tested under multiple scenarios and across market regimes.

Learn more about Franklin Templeton model portfolios and the Autopilot Trading Dashboard in a joint webinar on October 15th at 1pm PT.

Take Me To The Webinar

Redwood RiskFirst™ Models Now Available Inside Riskalyze

Redwood Investment Management is an institutional boutique money manager that partners with financial planning and retirement planning advisors by providing customized turnkey investment model solutions including private label marketing and client service materials that lead to enhanced client experiences and accelerated advisor growth.

Redwoods RiskFirst™️ philosophy is the foundation for managing their Engineered Risk Budget Models, which combine the benefits of low-cost passive beta with active, tactically risk managed, alpha pursuit to produce next generation multi-asset class, multi-strategy investment solutions.

Redwood is also the newest member of the Riskalyze No Platform Fee Program (NPF), 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.

Learn more about Redwood model portfolios in our upcoming joint webinar on September 26th at 1pm PT.

Take Me To The Webinar

Riskalyze for Android

Calling all Android users! The Riskalyze Mobile App that iOS users know and love is now available on Google Play. Go snag your “Remote Control for Riskalyze.”

Download The APp

Want to Ace Your Next Audit

No advisor wants to get a call that they’re being audited—it’s a time-consuming process that can involve weeks of preparation and mountains of paperwork.

In this new case study, find out how the sole owner and operator of an RIA passed through a State Corporate Commission audit in one hour—without breaking a sweat.

Download The PDF

Fintech Report Card: August 2019

Below is the August 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.

Fintech Report Card