ASSET MAP + RISKALYZE: PARTNERSHIP WEBINAR

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On-Demand

What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze are going to share:

  • Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment
  • How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration
  • Ways to position your tech stack to increase efficiencies and cut down on duplicative processes

We look forward to seeing you soon!

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Meet The speakers

Matt Fritsch
Director of Channel Marketing at Riskalyze
Alison Susko
Director of Partnerships at Asset-Map
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA

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