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, […]
Riskalyze Trading Just Got Faster
By: Justin Boatman
Chief Product Officer, Riskalyze
If you are already a Riskalyze Trading customer, you already know just how powerful our trading engine really is. With Intelligent Tax Optimization, Automated Tax Loss Harvesting, and a host of other sophisticated trading tools, Riskalyze Trading is the fastest way to trade and rebalance your client accounts in a matter of minutes.
In fact, since we launched these tax intelligence features, advisors have used them to save their clients literally millions of dollars in tax bills. The average advisor has saved forty-three thousand dollars in taxes across their book, and one advisor even saved almost nine hundred thousand dollars for his clients.
With that being said, we are continuing to invest in Riskalyze Trading. At the Fearless Investing Summit in October, we announced the development of the Accounts Dashboard — your one-stop-shop for trading client accounts within Trading. After months of development, user research, and beta testing, I’m 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.
The Accounts Dashboard is now available for
all Riskalyze Trading customers!
Faster Workflows, Faster Technology.
The Accounts Dashboard is your entire book of business in one place — it’s the easiest place to take action on accounts. Whether you need to search, filter, or sort through thousands of accounts or just activate accounts for Trading, this is the fastest way to do it.
Our engineers put the Accounts Dashboard to the test to see just how fast they could activate accounts for Trading and assign each of them to a target or model. And the results are staggering.
On average, advisors can activate 10 accounts for Trading and assign them each to a model in less than 90 seconds! That’s 10 seconds per account — talk about efficiency.
Our latest updates aren’t just about faster workflows; we’ve implemented a technology called GraphQL under the hood. It’s a query language for APIs that makes sure you’re getting just the right data exactly when you need it (sounds fun, right?)
Our world-class infrastructure and technology team has been making huge strides to make Riskalyze incredibly fast and responsive, and we could not be more thrilled with the latest enhancements to Trading.
The Accounts Dashboard is available today for all Riskalyze Trading customers at no additional cost and we know that you are going to love it. We can’t wait to see how much more efficient you become when it comes to trading your client accounts.
If you are not currently a Riskalyze Trading customer, we’d love to show you around. Click here to get a demo.
If Riskalyze Trading is something you are considering for your business, we’ve made onboarding a breeze. We’ve built out a team of dedicated onboarding managers and we include comprehensive training to make the transition as easy as possible.
Thanks for empowering the world to invest fearlessly! Happy trading.
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.
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.
The RiskNumber.com project is to better test what we know about investor psychology and best practices for advisor growth.