Our friends at Advisors Excel posted some exciting news today! See below how the launch of their new AE Wealth Management division will empower advisors to create fearless investors with the Risk Number.
Advisors Excel, Riskalyze Form Partnership to Bring Risk Number® to Thousands of Advisors
TOPEKA, Kan., May 24, 2016 /PRNewswire/ – Advisors Excel, a national firm providing a wide spectrum of services and support to independent financial professionals, has announced a partnership with Riskalyze, an online platform that offers financial advisers the ability to capture and analyze a quantitative measurement of client risk tolerance. This partnership with Riskalyze will help support the launch of Advisors Excel’s newest division, AE Wealth Management, an SEC registered investment adviser firm.
AE Wealth Management is an extension of the traditional AE service model. Focused on delivering a holistic and integrated platform where annuities, life insurance and securities are supported for the advisor on one comprehensive platform, AE Wealth Management will help Advisors Excel deliver an all-inclusive experience for clients.
“Riskalyze is a great addition to our new wealth management division,” said Cody Foster, co-founder of Advisors Excel. “With their ability to help construct financial portfolios and return expectations using risk rather than average return, our advisors will be able to more accurately analyze true risk for their clients and ultimately better meet client expectations.”
Riskalyze empowers advisors to capture a precise, quantitative measurement of client risk tolerance that can be used to both identify an appropriate investment strategy and manage expectations.
“Our mission as a company is to turn fearful investors into fearless investors by giving advisors every conceivable advantage to pinpoint and control short term risk-driven decisions,” said Aaron Klein, CEO at Riskalyze. “While other firms are laughably trying to replace the power of human advice with a two-dimensional robot, what I love about Advisors Excel is how they’re doubling down on empowering thousands of human advisors to make a difference for investors. We’re excited to help deliver technology to drive their scale and success.”
For more information about how Riskalyze and Advisors Excel will partner to help advisors in the digital age, please contact: [email protected]
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIA’s, asset managers, custodians and clearing firms today use Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.
About Advisors Excel:
Advisors Excel was founded in 2005 by David Callanan, Cody Foster and Derek Thompson to bring unparalleled service to independent financial professionals while supporting every aspect of their business. Advisors Excel provides access to proprietary products, unequaled training, powerful marketing and lead generation support, as well as a culture in which many of the nation’s top independent financial professionals continually refine their skills to better serve their valued clients. Through this holistic approach, Advisors Excel seeks to raise the expectations of these professionals, both for their own businesses and for the solutions they bring to the families and individuals with whom they work.