Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Riskalyze 101: What is the Risk Number?

Want to know what makes Riskalyze tick? There are a few fundamental components. Today, we’ll discuss the component most central to your client’s success—the Risk Number. The Risk Number® is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio.…


Risk Number Indices

By Mike McDaniel, Chief Investment Officer Over a year ago, Riskalyze started building Autopilot. We knew Autopilot technology was going to cost us a fortune to build and we wanted to find a creative way to provide that technology at a price you all could stomach. At the same time,…


4 Types of Investors

Every investor is unique. That's why reading a client’s needs and creating a portfolio to meet their goals is the hallmark of a great advisor. And we just made your job a little easier! Using the Risk Number® as a guide, we highlighted four types of investors we encounter…


Aaron Klein to Keynote Money Management's Conference in Australia

Our CEO Aaron Klein is off to Australia this week to speak at Money Management’s “The Future of Wealth Management Technology” conference. Read the full release “down under” this message for details.Riskalyze CEO Aaron Klein to Keynote Money Management’s Future of Wealth Management Technology…


How a Robo Technology Won an Award for Actually Benefitting Advisors

TD Ameritrade Institutional (TDAI) has done an incredible job facilitating a growing community of technology innovators in order to make their “Veo” platform an industry leading tool for independent registered investment advisors (RIAs) everywhere. Executives from 25 technology companies just gathered in June for the seventh annual TDAI Technology Summit…