One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music. Here’s a screen grab in case...
As an advisor, you know how important it is to offer a variety of investment tools to help your clients reach their financial goals. And as your client’s needs grow, you might look to Separately...
One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music.
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Headlining the Fearless Investing Summit in October was the launch of our new lightning-fast fund screening solution: Discovery. It’s the most intelligent way to search the universe of securities to...
After a year of virtual events, remote meetings, and online networking happy hours, it’s become more critical than ever that financial advisors invest in a quality tech set-up to support and enhance...
By: Nick Harding, MBA Senior Managing Director of Care and Success Do you ever sit down in your favorite chair on a Friday night, start up Netflix, and then spend thirty minutes scrolling through...
Riskalyze technology empowers great advisors to use objective analytics to express the advice they extend to clients. Advisors use Riskalyze to show their clients the why behind their recommendations...
Advisors know the value of having a holistic view into client assets, and almost 80% of their clients agree. Sometimes it's in the best interests of those clients to have their advisor manage the...
By Michael Fisher, Product Manager at Riskalyze One big impact Reg BI introduces to an advisor’s workflow is the need to deliver a new Customer Relationship Summary (CRS) form, and the SEC doesn’t...
Our CEO, Aaron Klein, talks business leader to business leader about the subjects of pricing and contracts in advisor technology. The following is the post on contracts; click here to read the post...
For a fearless advisor, a volatile market is “game time.” As we look at this opportunity for advisors to connect with prospects and build deeper relationships with clients, we’re proud to help you...
It doesn’t matter if the market is up, down, or sideways: Clients always need guidance and an easy way to get in touch with you. But that doesn’t always mean that they need to make it into your...
By Mike McDaniel, Chief Investment Officer We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you...
Major Updates in Riskalyze Today, we unveiled a whole suite of upgrades live from the Fearless Investing Summit in Boston. Watch the special event for yourself, or let us take you on a personal...
By Mike McDaniel, Chief Investment Officer Once again, Riskalyze has taken a largely academic body of work and enhanced it to deliver practical insights. For years, advisors have leaned on the Sharpe...
We were thrilled to hear a Riskalyze client and power user, Nina O’Neal of Archer Investment Management, make an appearance on Michael Kitces’ Financial Advisor Success podcast. In addition to her...
According to a recent study by the Department of Labor, 88% of all 401K plans have fewer than 100 participants, totaling more than $600 billion in assets. The emerging corporate market is ripe with...
By Mike McDaniel Chief Investment Officer at Riskalyze Today I’m incredibly excited to share about two meaningful enhancements to our calculation methodology that will take effect on January 7th,...
A Brand New Riskalyze Experience Explore an edge-to-edge, beautiful design that maximizes screen real estate. With an improved client-facing experience and better ways to search for and import new...
As a product manager at Riskalyze, I get to talk to advisors on a regular basis – discussing their day-to-day work processes, how they interact with their clients, and the problems that Riskalyze can...
Want to know what makes Riskalyze tick? Today, we’ll discuss the way we measure client expectations—the 95% Historical Range. The 95% Historical Range is the cornerstone of setting client...
Our friends at Asset-Map made an exciting announcement today about infusing Risk Numbers into investors' Asset-Maps! Read their full release below: Riskalyze Risk Number Integrated into the Asset-Map...
By Mike McDaniel, Chief Investment Officer Over a year ago, Riskalyze started building Autopilot. We knew Autopilot technology was going to cost us a fortune to build and we wanted to find a creative...
We're completely upgrading the way we approach stress testing. Scenarios is our brand new feature that takes our current stress testing methods to the next level. And a customer preview is available...
Today we're thrilled to launch the world’s first Automated Account Platform. It's free to activate, and we believe your business will never be the same again. Using Riskalyze to make portfolio...
We're thrilled to announce an even more powerful Black Diamond integration we've released in partnership with our friends at SS&C Advent. Read their full announcement below or explore new...
RightCapital made an exciting announcement today, and we couldn't be happier to share it. With a single click, advisors can now send model portfolios and Risk Numbers straight into RightCapital. See...
We’re excited to announce that starting today, advisors now have an even greater set of choices for deciding which market risk assumptions to use when driving the Risk Number® and 95% Historical...
Riskalyze’s newest tools, Check-ins and Client Analytics, are available as a free upgrade to every Riskalyze advisor. Client Analytics help the advisor put markets, portfolios and risk in context for...
We couldn’t be more excited to announce the wide availability of an exciting feature we’ve been testing for some time – the ability for advisors to seamlessly sync in outside assets for prospects and...
The Department of Labor released its much-anticipated fiduciary rule earlier this month, and the Riskalyze team has been hard at work to bring solutions and resources to advisors. See our full...
Picture this. You’re on your computer, in your favorite fintech platform, Riskalyze, when suddenly you stumble, you’ve hit a roadblock. You’re unsure how to proceed, you need some assistance. You...
Today at T3 our CEO Aaron Klein unveiled a game-changing behavioral coaching solution for advisors of all stripes. Read the full release below. Riskalyze Introduces ‘Check-ins’, Automated...
OMAHA, NE and SACRAMENTO, CA - 500+ advisors signed up to implement Autopilot in the last 3 months Autopilot offers advisors the only automated asset management platform built on the power of the...
From the first time an advisor used the Risk Number to help a client understand the comparison between how they’re invested today and how they want to be invested tomorrow, we’ve had advisors asking...
Feb 13, 2015 We’ve watched as advisors have used a variety of methods to share the Riskalyze insights and analysis they’ve built with their clients. We’ve had lots of discussion as an industry...
Autopilot Will Offer Automated Asset Management and Risk Measurement, Embedded Into an Advisory Firm’s Existing Website CLS Investments, LLC (“CLS”), a third party money manager and a leading manager...
We’re excited to share with you the newest addition to the Riskalyze Advisor Marketing Kit: the Riskalyze Client Video. This video will help you illustrate Riskalyze and its value to your clients...
One of the things our customers love the most about Riskalyze is how simple and easy it is to use. Today, we’re doubling down on that with the launch of an all-new Riskalyze dashboard and client...
Some of the toughest compliance and investment teams in the industry have done a deep review of our portfolio risk methodology. Despite the complexity of accurately setting risk and reward...
Today, we’re excited to announce an entirely new product, targeted at the broker-dealers and corporate RIAs we work with: Riskalyze Compliance Cloud. Here’s the press announcement from this...
Guest Post by Dan McConlogue, AIF Advisor in Florida 99% of the time, I like what Bob Veres likes and dislike what Bob dislikes. But after reading his recent review of risk analysis tools, I have to...
One of the things we’re good at as a company is distilling an idea into its most basic form, and turning that idea into a product that has a revolutionary impact. We did it when we invented the Risk...
Today, we’re excited to announce the launch of several key enhancements to the data model we use to calculate the risk in portfolios, the user interface for controlling that data model, and several...
The big news today is about the rollout of Investment Policy Statements in Riskalyze, but we have three other improvements that are either live in your account, or are in the process of rolling out...
The role of an advisor is a paradox. On the one hand, clients want their advisors to “take care of their money,” but on the other hand, it’s impossible to do that job without engagement, agreement...
Quantifying the risk in portfolios involves a complicated set of mathematical and methodology choices that we are always working to improve for our advisors. Today, we rolled out several adjustments...
Many LPL teams are fans of the Model Wealth Portfolio platform of actively managed funds that LPL provides to their advisors. Today, we’re excited to announce that we’ve made it incredibly simple and...
In our last post on interest rate risk, we looked at how to use the Interest Rate Stress Test in Riskalyze to help us win a new client. Today, let’s take a look at drilling into the portfolio to find...
Advisors across the country are using Riskalyze to align client portfolios with client risk tolerance. They do that with new clients — selecting the closest model portfolio, which Riskalyze can...
Advisors love Riskalyze Pro because they can take any set of investments — mutual funds, ETFs, stocks, third party funds or REITs — and instantly calculate the 95% mathematical probability of risk...
Since Riskalyze Pro launched, our advisors have created hundreds of risk questionnaires, which get sent to their clients via email. We’ve made a change to improve the deliverability of those email...
The word we hear most from investment advisors is: “finally.” “Finally, I have a way to show my prospective clients how out of sync their current investments are with their tolerance for risk.”...
Today, we’re excited to announce the next phase of Riskalyze Pro with the launch of professional-grade portfolio construction tools designed from the ground up for investment advisors. We believe in...
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