Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: July 2018

Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Coinbase Acquisitions Could Create One of the First Digital Coin Securities đź‘Ť What happened: Coinbase, one of the most popular cryptocurrency platforms, will move forward with acquisitions that…


Riskalyze Review: July 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Fearless Investing Summit Update Our Director of Conferences and Events, Dan Bolton, has some exciting updates on the Fearless Investing Summit. See the full schedule and details about a spouse…


Fearless Investing Summit 2018 Updates

By Dan Bolton, Director of Conferences and Events We’re excited to announce some exciting updates for the Fearless Investing Summit! We appreciate how hundreds of you have bought a ticket before we even had a finalized schedule. To show our appreciation, the full schedule is now available via fi2018.…


LPL Financial Launches Data Integration With Riskalyze

Great news—LPL has facilitated a data feed to sync account holdings into Riskalyze! We're thrilled that our thousands of wonderful LPL customers can say goodbye to manual entry of client data from ClientWorks or BranchNet. Our seamless flow with LPL will ensure that everything stays up to date. HOW…


What Advisors Are Saying About Riskalyze Academy

By Chris Quandt, Community Customer Service Manager One of the questions we always ask ourselves is how we can make the Riskalyze customer experience better. That question launched Riskalyze Academy, one of our big announcements from last year's Fearless Investing Summit. If you missed the announcement, you’re probably wondering,…