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2014: A Great Year for Riskalyze Advisors

By Aaron Klein, CEO

Ever since our product first exited beta testing in mid-2013, it’s been clear that it was a game changer for advisors, and we were in the process of building a company with a very, very long trajectory. This was an amazing year of growth, and we owe every ounce of thanks for that to our incredible customers.

Much has changed this past year. We launched a variety of new features and products in 2014:

Retirement Maps: Retirement Maps is a powerful tool to help advisors quickly determine the probability of success for a given retirement strategy. With Retirement Maps, advisors can interactively engineer a retirement strategy for both retirees and pre-retirees. Learn more here.

Portfolios: Risk tolerance assessment is a crucial step in the road to allowing your clients to invest fearlessly, but once you’ve captured your client’s Risk Number, the next step is to compare it to their portfolio’s Risk Number. Read this article, to learn the basics of creating and interacting with client portfolios.

Extrapolation: Extrapolation significantly enhances the risk/reward analysis of young securities by using the actual data to find similar securities and fill in the missing history with a close approximation of how the security would have likely performed during 2008 and 2009. Learn more here.

Compliance Cloud: With Compliance Cloud, BDs and large RIAs can reinvent the way they leverage big data compliance analytics. Check out how here.

Autopilot: Using Riskalyze to make portfolio decisions has always been easy, but now implementing them won’t be a “pain in the assets!” You’re going to love how simple it is to put an account on Autopilot and keep it on track with One-Click Fiduciary™ technology. Learn more here.

Advisor Marketing Kit: The Riskalyze Advisor Marketing Kit is an exclusive client and prospect engagement tool for advisors with access to the Riskalyze Elite product subscription. While Riskalyze doesn’t offer in-house design services, these customizable resources allow you, and your graphic designer, to tailor each piece of marketing material to align with your unique branding approach. Explore the Advisor Marketing Kit here.

On top of all of that, we’ll start 2015 with the all-new Dashboard and Client Profile.

We had 11 Riskalyzers when we started 2014. We’ll start 2015 with 40, and we’re still hiring like crazy. (Know smart people who want to join our sales, support and engineering teams? Have them get in touch with us!)

We also started 2014 by moving into a new headquarters, but that didn’t last long. We’ll start 2015 by moving into yet another new headquarters. This one has room for 60+ Riskalyzers, and we’ll also open our first formal satellite office in the next few months.

With all that we’ve accomplished for our customers in 2014, we have 10x more planned for 2015. To our amazing advisors, a heartfelt thanks for your business and your trust — we’d be nothing without you! May your 2015 be one of tremendous success. We look forward to being a small part of it.

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