A Match Made in Heaven: Advizr and Riskalyze Integrate

A Match Made in Heaven: Advizr and Riskalyze Integrate

Enabling financial advisers to offer powerful and simplified technologies that deliver highly robust solutions to clients is of paramount importance across the independent financial planning, investment management and RIA space. The wealth management industry has been generally slow to adopt newer technologies but a group of entrepreneurs, including Aaron Klein of Riskalyze and Hussain Zaidi of Advizr, is emerging to change that.

Now, these two fintech companies are joining forces to deliver a unique user experience. Advizr, the financial planning software, and Riskalyze, a risk alignment platform, are integrating their award-winning products to provide an elegant, intuitive and seamless solution to financial advisers.

BENEFITS OF INTEGRATION

Riskalyze and Advizr users are now able to automatically import their entire Riskalyze model portfolio set into Advizr with the click of a button and directly guide their clients to the most appropriate product/investment mix. By aligning the strengths of these two leading client-facing and fully interactive platforms, the financial advisor is able to quickly, accurately and collaboratively uncover and assign the most appropriate goal-specific risk level according to their client’s personal Risk Number.

The partnership additionally capitalizes on both companies’ proven strengths in the marketing and lead generation space, by fusing their twin prospecting tools, the Portfolio Risk button and Advizr Express, to create a set of one-of-a-kind prospect engagements, designed specifically to create and harness a flow of prescreened and predisposed leads straight into the advisors/firms inbox.

“Riskalyze has done a wonderful job standardizing the process to assess risk through a single Risk Number. Coupled with an outstanding user experience, let alone a clear vision for the future, I believe Aaron and the Riskalyze team will continue to build a substantial platform,” said Hussain Zaidi, CEO of Advizr. “We are proud to announce our partnership and are confident our synergies will be game-changing.”

At heart, this integration embodies the newly received wisdom that financial advisors are now no longer consigned to spending countless hours managing outdated technology- they now have at their fingertips highly robust, integrated and collaborative tools that provide value across their entire practice, from lead engagement and generation through discovery, risk management, financial planning and investment management.

“We’ve been impressed with the elegance and power of the Advizr financial planning process that many of our advisors love, and we’re thrilled to announce this integration of our two products,” said Aaron Klein, CEO at Riskalyze. “We’re focused on helping advisors empower their clients to make great short-term decisions, so they can achieve the long term financial plan that their advisor built for them with Advizr.”

About Advizr

Based in New York, NY, Advizr is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth. To learn more about Advizr, please visit www.advizr.com.

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model 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’s platform as a way to align client goals with a specific Risk Number. To learn more, visit www.riskalyze.com.

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