Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Introducing Extrapolation

Some of the toughest compliance and investment teams in the industry have done a deep review of our portfolio risk methodology. Despite the complexity of accurately setting risk and reward expectations for every US stock, ETF, mutual fund, 130,000 VA subaccounts, 10,000 third party money managers and a…


A One-Click Roadmap for Your Clients

The role of an advisor is a paradox. On the one hand, clients want their advisors to “take care of their money,” but on the other hand, it’s impossible to do that job without engagement, agreement and buy-in from those clients. One way that advisors have…


Simplified Client Profiles, PDF Printing and Checklists

The big news today is about the rollout of Investment Policy Statements in Riskalyze, but we have three other improvements that are either live in your account, or are in the process of rolling out to you. First, we designed the client profile to make managing portfolios simpler. We have…