Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Now Live: Major Upgrades to the Riskalyze Platform

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 clients, Riskalyze feels brand new with the same familiarity and intuitiveness the platform has always had. Watch the special event to…


Press Release: Riskalyze Unveils a Suite of Updates...

What a day we've had so far at the Fearless Investing Summit in San Antonio! We're thrilled about what today's product updates mean for the Fearless Investing Movement, and we invite you to check out the full press release below. Riskalyze Unveils a Suite of Updates to the Riskalyze Platform,…


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…