RISKALYZE TRADING

You already made the decisions in Riskalyze.
What if you could snap your fingers and make them happen?


Fingers, meet snap.

Welcome to the all-new
Riskalyze Trading.

It’s the rebalancer for advisors who hate rebalancers. Welcome to a new world — where advisors focus their intellect and expertise on making great decisions, and advanced technology puts them into place.

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This assistant works 24/7
and doesn’t take vacations.

Riskalyze Trading is on the job 365 days a year, scanning every client account in your book of business to make sure things are staying on track.

Risk Number Drift? You’ll know when it matters.

Time for a cash distribution? It’s right on the dashboard.

Tax loss harvesting opportunity? It spots your chances for Tax Alpha.

Model change that affects 75 accounts? Hit the button and go.

Riskalyze Trading surfaces the right decisions you need to make at the right time, so you can focus on giving your clients the service they need and deserve.

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Trading that fits your advice. Not the other way around.

If you’ve ever looked at a legacy rebalancer, you know they run on a rigid models-based architecture. There’s no flexibility — everything has to be a model. Which is fine if you don’t care about your client’s after-tax returns.

But life isn’t that simple. Clients come to the table with legacy positions, mammoth unrealized capital gains, and sentimental holdings. And that’s why most advisors end up building hundreds of specialized models in their legacy rebalancer.

Enter Riskalyze Trading. You can certainly use models. Or multiple models. Or models of models. Or you can simply set an individual account target with the client’s current holdings. Or lock sentimental positions and trade around them.

Set a target for each client account, and Riskalyze Trading makes it easy to keep them on track, with the flexibility to manage all of your accounts at once, or customize each one quickly and easily.

If only every life decision
was this easy.

When you’re ready to make trading decisions, just pop open your dashboard. Every decision is laid out in one spot for you to approve or snooze — Risk Number Drift, cash distributions, loss harvesting opportunities, model changes, or brand new clients joining your firm.

You can snooze any of these decisions until you’ve chatted with the client’s CPA, consulted with the other spouse, or made a few more changes to their allocations. With Riskalyze Trading, it’s easy and you’re in control.

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Tap into a network of
investment research like
no other.

With the Riskalyze Partner Store, you have one-click access to some of the brightest investment minds on the planet, from firms like First Trust, Fidelity, BlackRock, Invesco, Charles Schwab, WisdomTree and so many more. Drop their ETF or mutual fund models into your Riskalyze account with a click. Customize them to your heart’s content. Your clients get the benefit of your expertise matched with investment strategists from all of these great firms.

Become your client’s tax
super hero.

With Intelligent Tax Optimization, you can optimize every trade decision to maximize keeping taxable accounts on target while minimizing taxes.

Want to avoid all capital gains? Easy. Willing to take long-term gains, but want to avoid paying higher rates on short-term gains? Effortless.

Or…you can even set a customized capital gains budget. Riskalyze Trading will run millions of scenarios to find the perfect number of shares to sell from the precise tax lots your client owns, getting them as close as possible to their Risk Number target, while staying under budget.

The cape is optional.

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When we say automated, we actually mean it.

Legacy rebalancers often tout “automated tax loss harvesting,” but when it gets down to it, you’re responsible to tell the software what tickers you want to harvest, and you’re responsible to remember to switch your clients back to their regular target after the 31-day wash sale window is over.

That’s not “automation” where we come from.

Automated Tax Loss Harvesting in Riskalyze is just that — fully automated. When we scan every one of your client accounts every night, we’ll look for harvesting opportunities over your dollar or percentage threshold.

With one-click approval, you can instantly harvest those losses, and create opportunities for greater tax-free returns or tax deferral.

After 31 days, Riskalyze prompts you to switch the client back to their normal target allocation. You can even use Intelligent Tax Optimization to avoid new short-term gains that might reduce the tax alpha you just generated.

Armed with tax intelligence features, you’ll have a massive competitive advantage over every other approach your client could take — hands down.

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SUPPORTED CUSTODIANS

Best of all — your custodian
workflow doesn’t have to
change.

Riskalyze Trading generates an easy-to-use spreadsheet detailing exactly what trades to execute in which accounts, and for taxable accounts, precisely which tax lots to sell to help you generate tax alpha for your clients. Send that spreadsheet to your registered assistant or pop into your custodial platform and execute — however you trade today, Riskalyze Trading just works.

Want even more automation? Several custodians support our enhanced trade delivery methods that can save you even more time. Learn more >

You’ll never trade the
old way again.

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