We’re thrilled to see 975 of our favorite advisors become the latest to get their hands on Autopilot and everything else the Risk Number has to offer. See the official press release below.
Riskalyze Autopilot Chosen by Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation to Deliver Account Automation and Risk Alignment Platform Capabilities to Their Advisors
Sigma / Parkland / SPC become the latest wealth management enterprise to roll out Riskalyze risk alignment and Autopilot account automation to their approximately 975 advisors
AUBURN, Calif. and ANN ARBOR, Mich., Jan. 29, 2018 –– Riskalyze announced today that it has partnered with Sigma Financial Corporation (“Sigma”) and Parkland Securities, LLC (“Parkland”), two Ann Arbor, Michigan-based broker-dealers with over $20 billion in combined assets under administration – and Sigma Planning Corporation (“SPC”), an SEC-registered investment advisory firm with over $3.3 billion in assets under management – to roll out Riskalyze risk alignment technology and the Autopilot automated account platform to all of their approximately 975 independent financial advisors.
Using Riskalyze’s patented Risk Number® technology, Sigma / Parkland / SPC advisors will now have a new, state-of-the-art tool for quantitatively measuring a client’s appetite for risk, allowing them to tailor individual portfolios to their clients’ exact needs, and document their basis for recommendations.
Sigma / Parkland / SPC are also rolling out Autopilot as a powerful platform for managing client assets and automating client accounts, with access to a variety of leading asset managers just a click away in the Autopilot Partner Store, and the ability for advisors to build their own models that fit a client’s needs. Autopilot will allow every Sigma / Parkland / SPC advisor to deliver personalized, scalable investment solutions to their clients, and keep those accounts on track with Riskalyze’s One-Click Fiduciary™ technology.
“At Riskalyze, our mission is to empower the world to invest fearlessly, and we’re thrilled that these three great firms are champions of that vision and care deeply about ensuring their advisors make prudent recommendations and manage client assets in a prudent manner,” said Aaron Klein, CEO at Riskalyze. “We can’t wait to see how these advisors use the Risk Number to engage investors, make and implement portfolio decisions with a few clicks, and keep those accounts on track with One-Click Fiduciary™ technology. Now that these advisors can put the hassles of their businesses on Autopilot, they can focus on what matters most—helping clients make the right decisions for their financial future.”
Sigma / Parkland / SPC’s structure is entirely open-architecture, allowing its independent advisors to fully customize the client experience. The firms also offer case planning and practice management assistance, helping advisors grow their practices, as well as comprehensive succession planning support, facilitating advisor plans for the next stage of their business. Riskalyze is the latest addition to the firms’ advanced technology stack, designed to help advisors efficiently serve their clients while helping automate processes.
“We believe that the best financial plans are centered on comprehensive conversations between advisors and clients, and that begins by using tools and techniques to understand client needs and build relationships,” said Tony Bacarella, AIF, CWS, CFS, Director of Case Planning at Sigma / Parkland / SPC. “Riskalyze is one of the most innovative tools for opening conversations between advisors and clients that I’ve seen in my career. The Riskalyze platform will enable our advisors to create risk-oriented financial plans effectively, efficiently, and within regulatory guidelines. We’re excited to get started and are certain our advisors will quickly realize the benefits of this technology.”
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.
About Sigma Financial Corporation, Parkland Securities, LLC, and Sigma Planning Corporation
With a caring staff empowered to deliver focused, innovative support, Sigma Financial Corporation (Sigma), Parkland Securities, LLC (Parkland), and Sigma Planning Corporation (SPC) partner with financial advisors committed to enhancing their clients’ experience in an ethical, trustworthy manner. Sigma / Parkland / SPC provide comprehensive financial planning tools, solutions, and services supporting their independent representatives’ efforts in guiding their clients toward financial success. Sigma and Parkland are Ann Arbor, Michigan-based broker-dealers (Members FINRA / SIPC). Sigma Planning Corporation is an SEC-registered investment advisory firm. The firms are located at 300 Parkland Plaza, Ann Arbor, Michigan 48103. For more information, visit www.joinsigma.com or www.joinparkland.com.