
Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
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, you can easily add those favorites directly into a portfolio or proposal making your workflow even faster, but we aren’t finished innovating with Discovery!
Today, we’re announcing the biggest update to Discovery to date. Fixed Income is now available for screening.
We are excited to announce that users on Riskalyze Select and Riskalyze Elite can now search for fixed income products using four new filters inside of Discovery.
In order to find the right fixed income investments for your clients, you need the right filters. We’ve made it easy to find exactly what you are looking for with the four new filters.
Armed with these new filters, Discovery continues to grow into an advisor favorite. Just look at what others have been saying the past few months.
If you are not familiar with Discovery, you’re going to love quickly diving into research based on your most important search criteria including the Risk Number, Riskalyze GPA, expense ratios, and more.
And it doesn’t end there — Discovery has 19 different filters that allow you to sort, search, and filter to your heart’s content. Finding the perfect stock, mutual fund, ETF, SMA, and now fixed income product for your clients has never been easier.
And, if you are on Riskalyze Elite, you can hop from Discovery straight into Individual Security Analysis and start generating powerful reports making Riskalyze your one-stop-shop for all your analytics and research.
Want to check out Riskalyze for the first time? Request a demo here and a specialist would love to show you around.
Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
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 […]
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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, […]
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 […]
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