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, […]
Help Clients Visualize What You’ve Been Telling Them for Years
For a fearless advisor, a volatile market is “game time.” As we look at this opportunity for advisors to connect with prospects and build deeper relationships with clients, we’re proud to help you leverage the dynamic tools within Riskalyze.
Rather than getting caught up in the ocean of information available online and elsewhere, it’s important for advisors to direct their clients and prospects to reliable sources of data that have stood the test of time – delivered to them in a format they can understand.
In just 15 minutes Mike Sefscik, Riskalyze’s Managing Director of Channel Alliances, will take you through how advisors are leveraging Riskalyze to tackle common obstacles including: communicating risk, engaging prospects, keeping clients invested, and providing an excellent virtual experience.
In our most recent white paper, How to Help Clients Visualize and Understand What You’ve Been Telling them for Years, we explore how Riskalyze helps you:
KEEP CLIENTS INVESTED
Your clients do not want to see standard deviation numbers or deep-dive reports – they need guidance that is simple, practical, and intuitive.
TURN FEARFUL PROSPECTS INTO FEARLESS INVESTORS
Did you know that 80% of the time, the Risk Number reveals that prospects have far more, or far less risk in their current portfolio than they’re comfortable with?
ENGAGE WITH CLIENTS IN A MEANINGFUL WAY
Client meetings look a bit different today. Leverage this new wave of virtual interaction with our Meetings feature, which enables you to securely engage with clients anytime, anywhere.
We’ve found that great advisors, when equipped with the tools to help clients visualize what you’ve been telling them, are unstoppable. You know what to advise, and Riskalyze is proud to play a small role in helping clients understand what you’re advising.
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).
QR codes are a popular lead gen tool for companies from every industry, and financial advisors can leverage them too. Here’s how to get started in your firm.
Fund screening and discovery has long been an antiquated process for advisors. Find out how fund discovery trends mimic the great Yahoo vs. Google battle, and how Riskalyze is changing the game.
Fund screening and investment research for advisors used to be tedious and confusing. Riskalyze is here to make it fast and efficient with Discovery.
Our team is constantly working to develop new ways to improve our analysis across different asset classes and investment solutions. Today, we’re excited to share a new round of improvements we’ve made to analyzing bond risk.
Fund screening for advisors used to be tedious and confusing. Riskalyze is here to make it fast and efficient with the all-new Discovery investment research tool.