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, […]
Now Live: Major Upgrades to the Riskalyze Platform
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.
The Accounts Dashboard brings new trading workflows that allow advisors to trade and rebalance client accounts faster than ever before.
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.