Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
Introducing Advanced SMA Analysis in Riskalyze
As an advisor, you know how important it is to offer a variety of investment tools to help your clients reach their financial goals. And as your client’s needs grow, you might look to Separately Managed Accounts or SMAs to fit that niche.
SMAs are unique in the fact that they offer competitive fees, trading transparency, and more control than your standard ETF or mutual fund. However, diving into the nitty-gritty details of SMAs can be difficult and cumbersome to navigate.
Here at Riskalyze, we provide coverage for more than one million securities that advisors use to build portfolios, proposals, and models that leverage the power of the Risk Number®. So, we started asking ourselves, “What would happen if we brought our most advanced analysis and powerful data visualization tools to SMAs?” And that’s just what we’ve done.
Today, we’re proud to announce deeper Separately Managed Account analysis for portfolios, proposals, and models!
Our Product Team has been diligently working on upgrading our SMA data in Riskalyze for the past several months and we could not be more proud of the end result.
Riskalyze now has data on more than 10,000 Separately Managed Accounts (SMAs) and our Risk and Analytics team is continuing to work with partners, enterprises, and home offices to add more every day.
How to View In-Depth SMA Analytics
The next time you build a portfolio, proposal, or model in Riskalyze that contains an SMA, you can easily dive into your detailed analysis with just one click.
While you’ll always be met with the proprietary analytics you’ve come to know and love like the Risk Number, 95% Historical Range, and Riskalyze GPA, there is now so much more.
As you scroll through Stats, you’ll be met with everything from modeled performance, diversification, asset classification, regional exposure, risk/reward scatterplot, and size/style widgets.
But that’s not all — now you can filter your fund types within Discovery as well. Simply click the toggle for SMAs under “Security Type” and you’ll be able to dive even further into your research.
Custom Fees for Enterprises
In addition to our new SMA data analysis, we’ve upgraded the way in which we look at SMA fees. We’ve given home offices and enterprises the ability to add custom fees into the Riskalyze platform so that every advisor knows exactly what fees they are paying and how that affects the risk and return — and ultimately the Risk Number of a portfolio.
Adding SMAs into a portfolio and accessing analytics
To add an SMA into an account, you’ll start on the Riskalyze home page, navigate to the desired client, open their portfolio or proposal, and click add an account.
From here, you’ll select SMA or UMA and begin typing the name of the SMA to see a list of relevant matches.
While Riskalyze supports more than 10,000 SMAs, if your desired match is not available, you can learn more about creating a custom SMA here.
Once you have added the SMA into your portfolio, you can click on STATS to see a detailed breakdown of the SMA including trailing returns, modeled performance, diversification, and more!
Want to learn more about our portfolio analytics and client engagement tools?
Request a demo here and a specialist would love to help out!
What is the All-New Portfolios Experience in Riskalyze? At the 2021 Fearless Investing Summit, Riskalyze launched the All-New Portfolios Experience which has enhanced the way advisors navigate and interact with complex portfolios and accounts, driving efficiency in the day-to-day workflow for advisors across the platform. The portfolio’s Risk Number, 95% Historical Range, and adaptive analytics […]
A big part of what Riskalyze does for advisors and firms is help ensure their compliance with applicable rules and regulations. The SEC Marketing Rule is no exception, and Riskalyze has been optimized to help advisors and firms comply with this new rule. New regulation can feel overwhelming and even distracting, but the heart of […]
Advisory firms are constantly looking for ways to differentiate themselves in the market to clients. If you lead a wealth management firm, or are trying to grow your book of business as a single advisor, you know the challenge of distinguishing your investment process and brand. At Riskalyze, we’re proud to be a key differentiator […]
Amidst unprecedented market volatility, financial advisors are under more pressure than ever to build client trust and maintain relationships. Not only do they need to be aware of the market conditions and how they will affect investments, but they also need to be able to understand client psychology to meet their clients’ needs. At Riskalyze, […]
Since we launched Discovery, we’ve been on a mission to make it the world’s fastest fund screener and investment research tool for advisors. Thousands of advisors have adopted Discovery as their primary method to search, sort, filter, and favorite their top stocks, ETFs, mutual funds, and SMAs for clients. And with the All-New Portfolios Experience, […]
By Jesse Krieger, Senior Product Manager If you’ve ever used a legacy rebalancer to trade your client accounts, you know that they run on a rigid models-based architecture making flexibility virtually nonexistent. But life isn’t always that simple when clients come with legacy positions, sentimental holdings, unrealized gains, or inefficient portfolios. Then it becomes your […]
Learn how Riskalyze can help paraplanners better serve their clients and grow their firm with confidence.
As the fearless investing movement continues to grow, our team continues to innovate and we’ve got some powerful new tools and features to share.
With new features like keyword search, column management, and similar securities, Discovery is the fastest way to find the funds and securities your clients need.
The Accounts Dashboard brings new trading workflows that allow advisors to trade and rebalance client accounts faster than ever before.
QR codes are a popular lead gen tool for companies from every industry, and financial advisors can leverage them too. Here’s how to get started in your firm.