CEO Aaron Klein’s Product Keynote from the 2022 Fearless Investing Summit
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
CEO Aaron Klein’s Product Keynote from the 2021 Fearless Investing Summit
New Product Announcements from the
Fearless Investing Summit 2021
Fearless Investing Summit 2021
Earlier today from the Fearless Investing Summit stage in Palm Springs, 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 soon-to-be at your fingertips!
Watch the Annual Keynote Address from
CEO Aaron Klein
CEO Aaron Klein
Unable to join us live in-person or virtually? Never fear! Catch up on all the action from this year’s highly anticipated keynote address by Aaron Klein and watch it in its entirety 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!
Meet Your Riskalyze Command Center
We’re thrilled to introduce a brand-new, Home Office suite that brings all of our tools for enterprise firms together in one place — Command Center.
Starting in 2022 Command Center will be home base for enterprise firms leveraging Riskalyze technology with their advisors. Armed with a set of features configurable to an advisor’s unique business, Command Center gives home offices the analytics they need to standardize a common language around risk while centralizing business insights, compliance reports, team branding, Alignment Dashboard, and more!
Introducing the All-New Portfolios Experience
The portfolio screen is the hub of the work you do in Riskalyze. Whether you’re reviewing a client’s portfolio, preparing for an upcoming prospect meeting, or building a new proposal — this is where you start.
Meet the All-New Portfolio Experience.
Meet Discovery — The Intelligent Search
Today, the era of the archaic 30-page report is OVER. We’re excited to introduce Discovery — the intelligent way to search the universe of securities and find the perfect fit for your clients and their portfolios.
With Discovery, you can conduct all your research and investment analytics inside Riskalyze without switching browser tabs while harnessing the proprietary power of the Risk Number®, Riskalyze GPA®, and more.
Keep Reading
CEO Aaron Klein’s Product Keynote from the 2022 Fearless Investing Summit
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.
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.