We’re thrilled to announce our expanded integration with Schwab and deliver next-level account automation for advisors. We can’t wait to see how seamless, One-Click Fiduciary™ technology improves workflows for Riskalyze and Schwab advisors in 2018!
Read the press release below.
Riskalyze Deepens Integration with Schwab OpenView Gateway
Riskalyze platform added to Schwab OpenView GatewayTM, more features added to existing integration with Autopilot
Auburn, CA – November 16, 2017 – Riskalyze announced today that both the Riskalyze and Autopilot platforms will be added to the Schwab OpenView GatewayTM, further expanding its integration with the custodian allowing advisors to seamlessly sync and automate accounts.
“We’re excited to announce this latest integration with Schwab at IMPACT 2017 which will ease an advisor’s workflow and allow for greater efficiency for every firm,” said Kyle Van Pelt, Vice President of Partnerships at Riskalyze.
Schwab OpenView Gateway provides a flexible, open-architecture platform that enables integrations between the firm’s custody systems and participating technology providers. As part of the integration with Riskalyze and Autopilot, advisors will be able to connect their account to Schwab OpenView Gateway, allowing them to link clients between both platforms and will also update client data daily, including client profiles, accounts, balances, positions and more. In addition, Riskalyze will be able to automate trade delivery for seamless execution with Autopilot’s One-Click FiduciaryTM technology.
“In an effort to provide greater access to our Risk Number® technology through our Autopilot platform, expanding our integration with Schwab is a natural next step,” said Aaron Klein, CEO at Riskalyze. “Schwab’s focus to help advisors grow and scale their business through technology aligns with our mission to empower fearless investing with the Risk Number. This is great news for advisors when it comes to syncing and automating accounts, all while acting in the best interests of each of their clients.”
“We welcome Riskalyze to the OpenView Gateway ecosystem,” said John Connor, vice president, Schwab Advisor Services Technology Solutions. “Integrations with providers like Riskalyze enhance our ability to provide flexible, efficient solutions, while also providing advisors choice to use the tools that suit them best to grow and scale their business.”
The integration and features will be available to Schwab and Riskalyze advisors in the first quarter of 2018. To learn more about Riskalyze, visit: riskalyze.com.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com.