Riskalyze technology empowers great advisors to use objective analytics to express the advice they extend to clients. Advisors use Riskalyze to show their clients the why behind their recommendations and to set client expectations. We’re agnostic to whether an advisor’s investment philosophy is active or passive, incorporates insurance or alternative investments. You do you.
It’s common for advisors to ask a Riskalyze team member to share investment opinions, which is one of the few requests we choose not to support.
We’ve heard your requests and we are happy to connect advisors with elite partners who have a passion for helping advisors analyze investments and portfolios as a concierge like service. The following partners have CFAs and other resources designed to aid advisors in their portfolio review and construction process:
Looking for a second opinion, fund due diligence or portfolio construction ideas?
Aptus believes that protection on the downside does not necessitate less return on the upside. With a focus on low cost, efficient investment solutions. Aptus’ team of CFA’s work with advisory firms to build customized investment models for their clients.
Advisory services offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission and headquartered in Fairhope, Alabama. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained here.
Fidelity thinks differently about portfolio design by looking beyond conventional wisdom at every stage of portfolio construction. Fidelity brings portfolio management scale, expertise, and efficiency to your practice to help you seek better outcomes for your clients. By synthesizing the most relevant information quickly, Fidelity’s Portfolio Construction Capabilities, including our Portfolio Quick Check tool and Portfolio Construction Guidance team, can give you a clearer picture of what your clients own and where new opportunities may lie. You can then use this insight to tailor portfolios for specific investing goals—and to showcase your value to clients.
Fidelity portfolio construction guidance offerings are provided by Fidelity Distributors Company LLC (“Fidelity”). Fidelity and Riskalyze are independent companies and not affiliated.