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
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 […]
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 […]
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 […]
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, […]
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, […]
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 […]
Learn how Riskalyze can help paraplanners better serve their clients and grow their firm with confidence.
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.
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.
The Accounts Dashboard brings new trading workflows that allow advisors to trade and rebalance client accounts faster than ever before.
See how advanced portfolio analysis allows you to dive into your Separately Managed Accounts (SMAs).