Riskalyze Blog

Helping Advisors Empower Fearless Investing.

My Three Favorite Features

By Jonathan Scott, Product Manager at Riskalyze As a product manager at Riskalyze, I get to talk to advisors on a regular basis – discussing their day-to-day work processes, how they interact with their clients, and the problems that Riskalyze can solve for them through technology. Central to all of these…


Finding the Ideal Client

Is your best client always the one with the highest net-worth? Many advisors would disagree. While a good amount of assets are nice, the truth is that some clients are easier to work with than others. Maybe working with them feels more natural, you have things in common with them,…


The Partner Store Wins a #Wealthie

Advisors using the Riskalyze Partner Store already know it's the industry's best place to access researchers and asset managers, but we were truly honored to have it recognized at the Wealth Management Awards last week. We love serving advisors alongside some of the world's best fintech, and we were fortunate…


Target Date Funds and Risk

By Mike McDaniel, Chief Investment Officer What’s In A Name? The path to fearless investing requires the abolition of failed industry semantics. There’s a fine line between marketing gimmicks and meaningful naming conventions. Oftentimes a quantitative process can help separate the wheat from the chaff when it comes…


Fintech Report Card: August 2018

Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. JP Morgan Launching Free Investing App 👍 What happened: JP Morgan Chase is launching a digital investing service offering free or discounted trades, a portfolio-building tool, and no-fee…