Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Practice Makeover: More than robo: 'This was a complete practice makeover'

How far would you go for robo? Matt and Nina switched broker dealers to implement Autopilot and couldn’t be happier.  Adding a robo-platform has meant a total overhaul at Archer Investment Management. Three months after we first met them, Matt Archer and Nina O'Neal return to tell us about…


2015: To Infinity and Beyond

By Aaron Klein, CEOThis was an amazing year of growth and change at Riskalyze, and we owe every ounce of thanks for that to our incredible customers.We launched a variety of new products and features in 2015 — including Autopilot, an all-new Riskalyze dashboard and client profile, Risk Targets, Meetings,…


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: To be or not to be a robo-advisory practice?

Over the past five years, robo-advisers have taken the financial services industry by storm. Are they a threat to the average adviser, or an opportunity? Investment News recently invaded a small practice in Raleigh, N.C., to give them a practice makeover — robo-style.  Autopilot may be just what they are…