There are a number of organizations who have local chapters to serve investment advisors. It’s our belief that these groups play a critical role in strengthening the profession.

That’s why we’ve launched a new program to allow local chapters to include an enhanced version of the Riskalyze Pro Free Plan in the package of benefits that they offer their members. Those advisors will get all the benefits of the Free Plan, plus the ability to analyze existing client portfolios. That’s an annual value of $600 per advisor.

We’re excited to do our part to help strengthen these local chapters, who in turn are using that strength to make investing better for Main Street. If you’re on the board of a local chapter, please email if you’d like to join the program and offer this benefit to your members.