Blog Newsletter → Riskalyze Review: August 2022
Share the Story

Join tens of thousands of advisors who empower clients to invest fearlessly.

Riskalyze Review: August 2022


Welcome to the Riskalyze Review, our monthly roundup of industry news,
product updates, and other happenings in the Riskalyze universe.

The “Can’t Miss” Conference

Tickets are going fast for a soon-to-be-sold-out Fearless Investing Summit! This year’s Summit is in Salt Lake City, Utah, from October 19-21 and will be the first event ever hosted in the brand new Hyatt Regency Salt Lake City. The packed-full agenda features world-class speakers including Jackie Joyner-Kersee, Kevin Nealon, Morgan Housel, and more, as well as dozens of dedicated sessions led by the Riskalyze team. Don’t miss out on your chance to attend the best advisor conference of the year!

Save My Seat

Introducing Our Newest Addition to the Partner Store

We’re pleased to announce the newest addition to our Partner Store – Donoghue Forlines! Donoghue Forlines offers a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives.

If you have Riskalyze, you have the Partner Store. Tap into the Donoghue Forlines suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives.

Explore the Partner Store

Beach Blog Reads

Learn How Advisors Use Riskalyze to Grow Their Business Without Sacrificing Client Service
At Riskalyze, we got our start by helping clients understand risk tolerance better, and we’ve seen that simple process help build additional trust in advisor-client relationships – and increase wallet share. We’ve rounded up five examples of advisors that implemented Riskalyze with great results – and how you can mimic that success with your own firm.

Read More

Riskalyze Through the Decades: The Envisioned Impact of Riskalyze on Historical Market Events
What would happen if Riskalyze had been invented way back in the 1980s instead of in 2011? How would it have changed your advice or the outcomes of your clients’ portfolios? What if financial advisors had been able to quantitatively assess risk instead of using a 10-question checklist on a yellow legal pad like so many advisors were relegated to using throughout the decades?

Read More

How Can You Maximize Your Firm’s Value Before You Sell?
When it comes to increasing your profits and raising your firm’s valuation, it can be tough to know where your dollar is best spent. Do you hire more talent? Invest in better marketing? Roll out new technology? What will have the biggest impact in both the short and long term?

Read More

Getting to Know Accounts Dashboard

The Accounts Dashboard was built to be your one-stop shop for trading client accounts. It’s your entire book of business in one place where you can easily search, filter, and sort to take action. This feature gives advisors total control over trading client accounts while maximizing efficiency and productivity across their entire book of business.

Explore Accounts Dashboard

Elevating Our Executive Team

We’re pleased to announce three new executive hires joining the Fearless team. The new executive team members include Craig Clark as the firm’s first Chief Marketing Officer, Josh Gray in the role of Chief Technology Officer and Riskalyze veteran Justin Boatman who has been named Chief Product Officer.

Read the Full Press Release

Riskalyze Review September 2022 Header Image 6

The Road to Success with Riskalyze

Watch as NorCal Financial Group advisor Rodney Rollins shares his personal journey of how he got into the advising profession and why getting risk right is vital to him.

Watch Now

Cetera Investors | Domenick’s Riskalyze Story

Clients often ask advisors, “What should I do, what do you think?” With Riskalyze, clients feel more involved in their investing process because they’re in the driver’s seat. Hear how Riskalyze helped advisor Domenick D’Andrea differentiate from competitors and further help his clients.

Watch Now

Success Story Library

We’re storing all of our success stories on our website for advisors and clients to learn more about how firms like theirs thrive using Riskalyze. Check out our latest success stories and submit your own!

See More

Riskalyze Review September 2022 Header Image 7

Tune in to Our CEO

Hear the latest from Riskalyze CEO Aaron Klein on the Voice From the Hills podcast. He chats with James Werner on the significance of family, the challenges of entrepreneurship, and how quantifying risk can turn the fearful investor into a fearless investor.

Listen Now