Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Practice Makeover: I would do anything for robo (but I won't do that)

The advice has been given, the pros and cons have been evaluated, and now its time for Archer Investments to decide  what they plan to do, and what they plan to ignore, as they implement a robo-platform.  Click here to watch episode five and see what they decide! For more…


Practice Makeover: Does adding a robo mean reshaping your practice?

Tune in as Riskalyze CEO, Aaron Klein sits down with Matt & Nina of Archer Investment Management to talk robo strategy and best practices.  Click here to watch episode four and stay tuned to see what they decide in regards to incorporating a digital advice platform into their business.…


Practice Makeover: The realities of adding a robo-platform

Adding a robo-element to your practice means much more than flipping a switch. In this episode, renowned consultant, Ray Sclafani asks advisers Matt and Nina some serious questions that give Matt more confidence in moving ahead with a robo, and open Nina’s eyes to the challenges ahead.  Click here…


Practice Makeover: How to Build a Thriving Robo Practice

It’s no secret that adding a robo-platform and succeeding with a robo-platform are two totally different things. Watch as Riskalyze CEO, Aaron Klein joins the Investment News “Practice Makeover” team to offer his advice on how to create a profitable practice with a robo-arm.  Click here to…


Autopilot, the Automated Asset Management Platform by CLS and Riskalyze, Goes Live

OMAHA, NE and SACRAMENTO, CA -500+ advisors signed up to implement Autopilot in the last 3 monthsAutopilot offers advisors the only automated asset management platform built on the power of the Risk Number™Autopilot empowers advisors to revolutionize their business model, profitably serve clients large and small, and democratize access…