Enhance Your Clients’ Tax Efficiency and Your Due Diligence Process with Tax Drag
Differentiate your wealth management firm, kickstart your due diligence process, and leverage Tax Drag to win over prospects and clients.
Now Live: Major Upgrades to the Riskalyze Platform
A Brand New Riskalyze Experience
Explore an edge-to-edge, beautiful design that maximizes screen real estate. With an improved client-facing experience and better ways to search for and import new clients, Riskalyze feels brand new with the same familiarity and intuitiveness the platform has always had.
Watch the special event to learn more about what’s new, or log in to your account and experience the new Riskalyze for yourself!
Riskalyze GPA
Meet the brand new metric that showcases return efficiency. Starting now, advisors can win new prospects by highlighting that some investments do a much better job rewarding risk. And because it is both objective and quantitative, you’ll soon see GPAs on the account, portfolio and model level.
LEARN MORE
LEARN MORE
Multiple Opinions
It’s our most requested feature: an optimized workflow for capturing multiple opinions about what a client’s Risk Number should be. Whether you gather opinions from spouses, 10 members of an investment committee for a non-profit endowment, or even use it to gather risk tolerance for segmented buckets of money, advisors can easily reconcile those opinions into one simple risk target.
All-New Client Profile
Let’s paint an even better picture about how much risk the client wants, how much they have in their portfolio, and how much risk they need to take to reach their goals. The new Client Profile features side-by-side portfolio analysis and deeper retirement insights, complete with the ability to send a Check-in to the client.
Watch the Keynote
What a day. We captured today’s special event live at the Fearless Investing Summit so you can tune in and catch up on all the latest Riskalyze updates.
Enjoy!
Keep Reading
Enhance Your Clients’ Tax Efficiency and Your Due Diligence Process with Tax Drag
Account Groups: An Upgrade Designed for Your Firm’s Efficiency
What is the All-New Portfolios Experience in Riskalyze? At the 2021 Fearless Investing Summit, Riskalyze launched the All-New Portfolios Experience which has enhanced the way advisors navigate and interact with complex portfolios and accounts, driving efficiency in the day-to-day workflow for advisors across the platform. The portfolio’s Risk Number, 95% Historical Range, and adaptive analytics […]
Riskalyze and the SEC Marketing Rule
A big part of what Riskalyze does for advisors and firms is help ensure their compliance with applicable rules and regulations. The SEC Marketing Rule is no exception, and Riskalyze has been optimized to help advisors and firms comply with this new rule. New regulation can feel overwhelming and even distracting, but the heart of […]
Tax Drag: The New Competitive Advantage in Investment Management
Advisory firms are constantly looking for ways to differentiate themselves in the market to clients. If you lead a wealth management firm, or are trying to grow your book of business as a single advisor, you know the challenge of distinguishing your investment process and brand. At Riskalyze, we’re proud to be a key differentiator […]
Build Client Trust in Economic Downturn with Riskalyze
Amidst unprecedented market volatility, financial advisors are under more pressure than ever to build client trust and maintain relationships. Not only do they need to be aware of the market conditions and how they will affect investments, but they also need to be able to understand client psychology to meet their clients’ needs. At Riskalyze, […]
Searching for Fixed Income Investments in Discovery
Since we launched Discovery, we’ve been on a mission to make it the world’s fastest fund screener and investment research tool for advisors. Thousands of advisors have adopted Discovery as their primary method to search, sort, filter, and favorite their top stocks, ETFs, mutual funds, and SMAs for clients. And with the All-New Portfolios Experience, […]
Editable Trades Lists in Riskalyze Trading
By Jesse Krieger, Senior Product Manager If you’ve ever used a legacy rebalancer to trade your client accounts, you know that they run on a rigid models-based architecture making flexibility virtually nonexistent. But life isn’t always that simple when clients come with legacy positions, sentimental holdings, unrealized gains, or inefficient portfolios. Then it becomes your […]
The Benefits of Riskalyze: Solutions for Paraplanners
Learn how Riskalyze can help paraplanners better serve their clients and grow their firm with confidence.
Summer Product Updates: The Latest and Greatest from Riskalyze
As the fearless investing movement continues to grow, our team continues to innovate and we’ve got some powerful new tools and features to share.
New Ways to Screen Securities in Discovery!
With new features like keyword search, column management, and similar securities, Discovery is the fastest way to find the funds and securities your clients need.
Riskalyze Trading Just Got Faster
The Accounts Dashboard brings new trading workflows that allow advisors to trade and rebalance client accounts faster than ever before.
Introducing Advanced SMA Analysis in Riskalyze
See how advanced portfolio analysis allows you to dive into your Separately Managed Accounts (SMAs).