Blog Newsletter → Riskalyze Review: July 2022
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Riskalyze Review: July 2022


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

Time’s Almost Up – Get Your Ticket!

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 12+ hours of CFP continuing education and 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

Are Your Clients Feeling Stressed?

Your clients are afraid that they may soon be facing another recession. With Riskalyze Stress Tests you can run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.

Stress Tests give you preset market scenarios to illustrate hypotheticals with your clients. These examples are not only powerful for illustrating how you’ve built a portfolio, they’re also a game-changer when it comes to reinforcing how you set a client’s expectations.

Explore Stress Tests

Your Podcast Round-up with CEO Aaron Klein

What Does Success Mean To You? Listen in as Riskalyze CEO Aaron Klein defines success and shares his journey towards achieving it both personally and professionally on the Advisorpedia ProudMouth podcast.

Listen Now

Why Knowing Your Risk Matters

Hear from CEO Aaron Klein on Intelligent Money Minute as he explains the importance of knowing your risk, and the multiple types of risks investors may need to consider.

Listen Now

Riskalyze – A Conversation with Aaron Klein Listen to CEO Aaron Klein on how Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance and use that data to win new clients, capture and meet expectations and quantify suitability.

Listen Now

The Product Pit Stop: New Updates & Releases

Summer Product Updates
As we head into Summer, things are heating up around here! As the Fearless Investing Movement continues to grow, our team continues to innovate, and we’ve got some powerful new tools and features that we’d love for you to check out.

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Riskalyze Trading Just Got Faster

After months of development, user research, and beta testing, we’re happy to announce that the Accounts Dashboard is now available for all Riskalyze Trading customers! That’s right — Riskalyze Trading just got so much faster.

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New Ways to Screen Securities in Discovery!
Since we launched Discovery in the fall, advisors have loved the pace in which we’ve added functionality to their new favorite fund screener, and we’re prioritizing our enhancements based on all the research we’ve gathered from those incredible advisors we love to serve. Read about the three new features in Discovery!

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Join Us For Office Hours

Join us for a live Q&A where you can get real time answers to your questions from our coaching team and collaborate with other advisors. Pop in, get your questions answered, and get on with your day. Office Hours take place every Tuesday, Wednesday, and Thursday from 4 pm – 5 pm EST/ 1 pm – 2 pm PST.

Join Office Hours

The Newest #Fintech5

Check out the newest #Fintech5 brought to you by CEO Aaron Klein and WealthManagement.com. The #Fintech5 keeps you up to date on the latest news in wealth management technology. This month’s roundup includes a big announcement from Envestnet, Smarsh continues their acquisition spree, Lumiant enters the U.S. market, and more!

See the List