
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Happy New Year! It’s January, and Riskalyze advisors everywhere are celebrating the first anniversary of a feature that was quite important this past year: the Interest Rate Stress Test. We thought we’d join the celebration by sharing some tips and stories about a few features Riskalyze advisors found indispensable last year.
The Risk Questionnaire was a catalyst for excellent and much-needed conversations between advisors and clients about risk and reward. Stronger relationships and deeper trust from their clients is a precious asset for an advisor building a practice. For more information on the Risk Questionnaire read our Knowledge Base article.
The Investment Policy Statement greatly helped advisors with documenting their client meetings and explaining adjustments to portfolios. But more importantly, it brought clarity and understanding to clients used to their eyes glazing over when they tried to comprehend the typical advisor report. These reports offer the most flexibility for holistic analysis of client and prospect portfolios alike. IPS reports allow for client signatures, while the Investment Roadmap excludes a signature option. Advisors use these reports to remind clients what’s been discussed regarding their portfolio and the investment decisions which have been made. These reports can be configured to include Current and Proposed Portfolios, Retirement Maps, Stress Tests, Advisory Fees, Risk/Reward Heatmap, Historical Performance Chart, and Asset Class breakdowns.
And finally, let’s not forget the Interest Rate Stress Test. It helped many advisors show clients exactly how much a jump in interest rates could affect the bond allocation in their portfolios. When the true risk of bonds was factored in, it allowed advisors to better explain why stocks, alternatives or even cash were better choices, depending on client needs. To learn more click here.
We love hearing the stories of the work that our advisors do every day to serve and protect their clients. Keep your stories coming! We look forward to being a small part of your success through 2014.
Interested in learning more or not using Riskalyze yet? We’d love to give you a personal demo of all the latest. Click here to learn more.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Learn how Riskalyze can help mid-career advisors grow their firms while keeping client satisfaction high.
Riskalyze CEO Aaron Klein shares pertinent messaging regarding 5% probability risks when communicating with clients.
Advisor Erik Lillibridge won $1.8m the first time ever using Riskalyze. Since making Riskalyze integral to his process, he has increased his efficiency and AUM.
Learn how advisor P.J. Herb used Riskalyze as the key to winning a $4.7 million client, paying for itself for years.
While every Riskalyze Advisor Appreciation Award winner is unique in the value they bring, it is always so affirming to see how they fit into our mission of empowering the world to invest fearlessly.
Financial advisors are among the best lifelong learners, so I hope you find a couple of gems for yourself among my 2021 favorite books.
We’re thrilled to announce a brand-new suite of features and tools to the Riskalyze Platform that we know you’re going to love. Read on to learn more about all the exciting new resources!
On this exciting day at Riskalyze, CEO Aaron Klein takes a moment to address the incredible financial advisors we are so privileged to serve.
This fall, financial professionals are attending in-person conferences. What goes into producing a top-tier industry event? Take a peek at this article!
Every advisor is different, and we’ve found the radio ads to prove it. Read our blog for an example of unique fearless investing advisor marketing.
We dug into the math to show you why our dynamic engine’s quantitative approach to our Risk Tolerance Questionnaire can’t be reduced to a sheet of paper.