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Riskalyze Client Video: You Asked, We Delivered

We’re excited to share with you the newest addition to the Riskalyze Advisor Marketing Kit: the Riskalyze Client Video.  

This video will help you illustrate Riskalyze and its value to your clients in under two minutes. With commentary from our CEO, Aaron Klein, and Chief Investment Officer, Mike McDaniel, prospects and clients will be able to quickly “get” Riskalyze and appreciate your use of the software as a value added differentiator from your competition.

Riskalyze Client Video from Riskalyze on Vimeo.

The Advisor Marketing Kit is available free of charge to all Riskalyze customers and includes the follow pieces: 

Short Client Brochure – This brief one page brochure is designed to be used around your branding and is used to give your prospects and customers a very brief introduction to Riskalyze.  

Long Client Brochure – This brochure goes into a bit more detail about Riskalyze and its features and is also great to give your prospects and customers to provide them with a high level overview of your new risk analytics software.  

PowerPoint & Keynote Presentations – These are identical presentations, which are designed to help you walk a prospect or client through Riskalyze to help them understand how you use it as a key differentiator in your practice.  We have included sample talking points in the notes section of the presentations.

Press Release – This is a pre-approved Riskalyze press release for you to customize with your company information and send out to local media.  This has proven to be a key differentiator for many financial advisors, which publicly sets them apart from their competitors while attracting new leads.  

Web & Social Media Strategies Guide – Riskalyze is designed to help you win leads and convert new customers, and is optimized for promoting and sharing online and through social media channels.  This document highlights how to best do this through our lead generation questionnaire, and even includes a number of examples of what other advisors have done on the web and a plethora of sample social media posts to get you started with generating new leads and driving people to take your Lead Generation Questionnaire. 

If you’re an advisor interested in checking out all of the new features in Riskalyze, join us for an upcoming guided tour at We’d love to have you.

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