Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Riskalyze Review: June 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Stats is Live! Stats is our next-generation data analytics tool—and it's live in Riskalyze Premier! It offers powerful portfolio metrics like diversification analysis, sector breakdowns, and much more. We've…


5 Good Fiduciary Habits

The fiduciary advisor is considered the gold standard in financial advice. Even though the DOL’s Fiduciary Rule is probably dead, and the SEC’s replacement has yet to be finalized, we think the cat’s already out of the bag and the Best Interest Economy is here to stay—…


Fintech Report Card: May 2018

Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. BlackRock Invests In Acorns 👍 What happened: BlackRock, the $6.3 trillion money manager has become an anchor investor in Acorns, an app that allows investors to put…


The Advisor's Summer Checklist

Summer is just around the corner and it's the right time to start crossing projects off your to-do list. We thought a checklist would be a great headstart for making it the most productive summer yet. With clients out of town, take advantage of the time you would have spent…


Stats is Live!

In-depth portfolio analysis just got a whole lot simpler. See Stats In Action Stats is data analytics taken to the next level. In this video, we show you how to access Stats in Riskalyze and walk you through a few key features. Your analysis will never be the same. Scroll…