Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: October 2018

Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Hearsay Launches Mobile Advisor Actions Mobile Solution đź‘Ť What happened: Advisor digital workflow provider Hearsay Systems is offering a new event-triggered mobile solution called Advisor Actions. The solution…



The Real Boogeyman

We considered writing about something REALLY scary. You know...ghouls, ghosts, witches, putting everything in $TSLA...but we decided to talk about the boogeyman. What's the real monster keeping your clients up at night? It’s uncertainty. After eight months of record highs, volatility reared its ugly head again in…



Now Live: Major Upgrades to the Riskalyze Platform

A Brand New Riskalyze Experience Explore an edge-to-edge, beautiful design that maximizes screen real estate. With an improved client-facing experience and better ways to search for and import new clients, Riskalyze feels brand new with the same familiarity and intuitiveness the platform has always had. Watch the special event to…