We’re thrilled to announce our new strategic alliance with AssetMark, a leading independent provider of innovative investment and consulting solutions serving financial advisors. Read below for the full details, and check out our knowledge base article here. Want to know more? Just email [email protected] or call 855-RISKALYZE to get the full scoop.
AssetMark and Riskalyze Form New Strategic Alliance
SACRAMENTO, CA and CONCORD, CA– November 11, 2015 –
- AssetMark’s asset management strategies are now available to its advisors on Riskalyze’s award-winning risk alignment platform.
- Alliance provides one-click access to customized AssetMark strategies.
Riskalyze, the world’s first risk alignment platform for financial advisors, today announced its strategic alliance with AssetMark, Inc., the leading independent provider of innovative investment and consulting solutions serving financial advisors. The alliance will allow AssetMark advisors to access the award-winning risk alignment platform at significant cost savings, with access to all 1,200 of AssetMark’s strategies inside Riskalyze.
Riskalyze enables financial advisors to pinpoint a client or prospect’s Risk Number, compare it with their current portfolio’s risk, and align it with their target portfolio’s risk. By putting risk first in the discussion, advisors build trust and credibility with clients, drive alignment on risk expectations, and accelerate their client acquisition and revenue productivity.
“We’re excited to bring together the quantitative, objective approach to risk alignment with the power and flexibility of AssetMark’s asset management solutions for advisors,” said Aaron Klein, CEO at Riskalyze. “We’ve been thrilled to work with a number of top AssetMark advisors for some time, but this new alliance puts every AssetMark strategy just a click away.”
AssetMark provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals, as well as a deep commitment to integrated technology.
“We believe that using accurate, quantitative data is the best way to make investment decisions that are in the best interests of investors, said Charles Goldman, President and CEO of AssetMark. “Measuring risk tolerance is extremely important to today’s advisors, and our alliance with Riskalyze empowers advisors with another level of analysis and actionable information.”
For media inquiries regarding Riskalyze, please contact [email protected].
For media inquiries regarding AssetMark, please contact [email protected].
Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $90 billion in assets. To learn more, visit www.riskalyze.com.
About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has approximately $27.5 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit https://www.assetmark.com/ and follow @AssetMark on Twitter.