Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
A Message to the Advisors we Serve
from Riskalyze CEO Aaron Klein
On this exciting day for those of us at Riskalyze, I wanted to take a moment to address the people who are responsible for every ounce of our success: the incredible financial advisors we are so privileged to serve.
I helped to co-found Riskalyze 3,831 days ago. After we delivered our first advisor product in 2013, we quickly came to realize that we weren’t just building a company, but a movement. As each and every one of you adopted the Risk Number and began putting risk at the center of how you engaged clients, you became that Fearless Investing Movement.
That was a far bigger responsibility than just building a company, but we took it very seriously. Today marks an exciting step forward for our movement.
One of the world’s premier software investors, Hg Capital, has partnered with me and our other founders to recapitalize our business, by exiting our existing investors. I will continue to serve as Riskalyze’s CEO, and I’ve reinvested the majority of my holdings in Riskalyze into the recapitalized firm.
If I were in your shoes as a Riskalyze customer for a moment, I would feel very validated in the decisions I’ve made for my technology stack and client engagement. After all, it’s not every day that one of the world’s premier software investors places a big bet like this!
This transaction also signals a lot more investment, a lot more innovation, and a lot more growth that we intend to create for you, the advisors we love to serve. Riskalyze is becoming an even stronger independent partner to serve financial advisors at the desktop, and solve complex and difficult problems for wealth management enterprises.
The future is bright. We aren’t going to let up until the entire world has the ability to invest fearlessly. We’re excited to have the Fearless Investing Movement step into this next chapter of innovation and growth. Thank you again for your trust. Onward we go.
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!
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.
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.