TRAILBLAZERS

The Riskalyze Trailblazers program is an exclusive group featuring top advisors from around the country and created to advocate for Riskalyze with fellow financial advisors, in the press, and the wealth management industry. Trailblazers receive premier access to senior leadership, industry events, and media opportunities and are the first to experience new features and product developments.

Benefits
  • RISKALYZE SWAG

    We love outfitting our best users with dedicated Riskalyze swag! Trailblazers receive access to exclusive clothing and items as a small way to show our appreciation for you.

  • EXTRA PASSES TO INDUSTRY EVENTS

    We share the Fearless Investing message at dozens and dozens of advisor events every year. Whether through generous conference planners or our own sponsorship, we often receive extra passes. When those complimentary registrations come our way, you get first dibs as a Trailblazer.

  • COMPLIMENTARY SUMMIT TICKET

    The Fearless Investing Summit is Riskalyze’s premier event for financial professionals to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders. We couldn’t image holding it without you so the ticket is on us!

  • COMPLIMENTARY BOOTCAMP TICKET

    Join Team Riskalyze for an in-depth day of classroom-style training in a city near you. Even if you consider yourself a Riskalyze expert, you’ll be sure to level-up your skills and take valuable curricula back to the office. You receive a complimentary pass to a city of your choosing or for your firm to attend online.

  • TEST UPCOMING RISKALYZE FEATURES

    Riskalyze’s product engineers are always in the lab creating the latest and greatest in advisor tech. Now you get the chance to provide direct feedback while testing what could be the industry’s next best thing.

  • DEDICATED FIRM TRAINING SESSION

    Receive personalized training for your entire office on Riskalyze best practices, optimizing your integrations, and more. Whether you want to come to the meeting with a list of questions or have our top-notch coaching team guide the conversation, we’ll be ready to equip, educate, and empower — and the coffee’s on us!

Expectations

BE AN ADVOCATE
ACROSS THE PROFESSION

Serve as a spokesperson for the Fearless Investing Movement at events, with other advisors, and in the press.

BE THE FIRST TO
TRY NEW FEATURES

Get access from product teams to test out new functionality prior to official releases.

BE WILLING TO
OFFER FEEDBACK

Share your ideas for how we can deliver a better experience for advisors around the country.

Apply to Become a Trailblazer