Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: September 2018

Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Facet Wealth Raises $33M in Series A ¯\_(ツ)_/¯ What happened: Facet Wealth raised $33 million in Series A funding from investment firm Warburg Pincus and venture capital…


What Clients Really Think

What if you could get honest feedback from your clients (or ex-clients) on what they really think? Many advisors never get a chance to see that level of honesty. How could you use that information? Most conflicts with clients are avoidable if you know what to look for—but how…


Riskalyze Review: September 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. It's Time For An Upgrade And what exactly does that mean? Find out as we stream a special Riskalyze event live from the Fearless Investing Summit on October 18th. Some…


My Three Favorite Features

By Jonathan Scott, Product Manager at Riskalyze 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 solve for them through technology. Central to all of these…


Finding the Ideal Client

Is your best client always the one with the highest net-worth? Many advisors would disagree. While a good amount of assets are nice, the truth is that some clients are easier to work with than others. Maybe working with them feels more natural, you have things in common with them,…