Last week at the Fearless Investing Summit stage in Salt Lake City, we were 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 now at your fingertips!
Unable to join us live in Salt Lake City or virtually? We’ve got you covered! Catch up on all the action from this year’s highly anticipated keynote address by Aaron Klein and watch it in its entirety for free below.
You’ll learn what’s new and what’s next for the Fearless Investing Movement, hear our exciting partnership news, and see all of our new product features and enhancements in action!
Your favorite feature has gotten an upgrade! We’ve completely rebuilt how you engage with Check-ins, so you can see responses across your entire client base and sort them by status so you can see which clients might need your attention first. Check-ins are the most powerful way to keep your finger on the pulsebeat of client psychology, and now, they’re more accessible and actionable than ever before.
Tax Drag is defined as the reduction of a portfolio’s annualized return due to taxes. Very simply, it’s the tax liability incurred due to distributions and capital gains in a non-qualified account.
Pretty much every investment manager talks about running a tax-efficient strategy, but very few provide metrics that are easily understood and can demonstrate the tax savings to clients. With Tax Drag, we’re measuring the tax efficiency of how securities in your portfolio are managed by the investment manager.
The All-New Portfolios Experience now has Account Groups which helps financial advisors easily categorize all their accounts. This new feature will help you increase efficiency when working with complex portfolios and will make it even easier to find the information you need.
We’re confident that Account Groups will optimize your workflow so that you have more time to spend where it matters most — with your clients.
Learn More about account groups
We’re thrilled to introduce Riskalyze Ultimate — the firmwide growth platform to drive a consistent client experience across your advisors and alignment with compliance for every account.
Ultimate integrates into your CRM, asset platform, and financial planning workflows to get the growth flywheel spinning, drive a consistent client experience, deliver the insights to accelerate your progress, and protect your business value.
Growing Your Firm’s AUM During An Acquisition
As CEO of Peak Advisory Group, Cory Allen recently led his team through a significant acquisition. He successfully brought in the new firm and quickly implemented his secret weapon: Riskalyze, to ensure efficiency and stability for incoming customers.
Explaining 5% Probability Events to Clients
Riskalyze CEO Aaron Klein shares pertinent messaging regarding 5% probability risks when communicating with clients.
Integrating Riskalyze into Your Process Pays Off
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.
Why Riskalyze is Worth Every Penny
Learn how advisor P.J. Herb used Riskalyze as the key to winning a $4.7 million client, paying for itself for years.
Celebrating The Advisors Behind The Fearless Investing Movement
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.
CEO Aaron Klein’s Great Reads of 2021
Financial advisors are among the best lifelong learners, so I hope you find a couple of gems for yourself among my 2021 favorite books.
CEO Aaron Klein’s Product Keynote from the 2021 Fearless Investing Summit
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!
A Message to the Advisors we Serve
On this exciting day at Riskalyze, CEO Aaron Klein takes a moment to address the incredible financial advisors we are so privileged to serve.
Scaling a Summit: What Goes Into Producing a Top-Tier Event
This fall, financial professionals are attending in-person conferences. What goes into producing a top-tier industry event? Take a peek at this article!
The Fearless Investing Radio Ads You Have to Hear
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.
Printing a Risk Tolerance Questionnaire
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.
Year in Review: Five Reasons We’re Going into 2021 Fearlessly
As we go into 2021, we’re thankful for advisors who introduced their clients to the fearless investing mindset & the Riskalyzers who make it all possible.