Riskalyze unveiled a lineup of new products and services aimed at revolutionizing client engagement, portfolio construction and account automation for advisors. In the kickoff keynote at the T3 Advisor Conference, Riskalyze CEO Aaron Klein announced the following new products:
“Our steadfast commitment to advisors is to keep equipping them to turn their clients into fearless investors,” said Mike McDaniel, co-founder and Chief Investment Officer at Riskalyze. “Advisors will be able to supercharge engagement with clients every day in Riskalyze Premier and powerfully automate their accounts with the next-generation Autopilot platform.”
NEW FEATURES FOR CLIENT ENGAGEMENT AND PRACTICE EFFICIENCY
Riskalyze’s brand new service tier includes all the same benefits of Riskalyze Pro and more. Riskalyze Premier advisors receive the Client Dashboard, Retirement Plans, Account Opening, Asset Sync and Team Sharing. All five new features allow advisors to supercharge client engagement, increase practice efficiency and nurture client relationships.
AUTOMATION WITH ONE-CLICK FIDUCIARY™ TECHNOLOGY
Riskalyze’s Autopilot platform has evolved from a standalone product to an automated account platform that will be easily accessible to every Riskalyze Pro and Premier user. At the heart of the next-generation Autopilot platform is One-Click Fiduciary™ technology that allows advisors to achieve both automation and personalization for the unique challenges their clients face.
Advisors can build model portfolios out of any blend of mutual funds, ETFs or stocks, assign models to client accounts and automatically generate trades across multiple custodians. When advisors change the models, Autopilot will sift through hundreds of accounts to make it simple to implement those changes across their book of business. Any account at six different custodians can be instantly put on Autopilot
“The powerful and automated account management tools at the heart of Autopilot form the nucleus of the industry’s first ‘self-driving car’ of advisory platforms,” said Aaron Klein, CEO at Riskalyze. “Riskalyze replaced the advisor’s yellow legal pad for making investment decisions, and now Autopilot replaces the manual work of implementing those decisions.”
Putting accounts on Autopilot will be just a click away for every Riskalyze customer in May; enterprise customers can start implementation today.
MODELS FOR ADVISOR-BUILT PORTFOLIOS
In addition, Riskalyze is launching Risk Number® Models, a series of eight models created from the funds of Riskalyze’s key asset management partners. These models are built using objective criteria such as Sharpe ratios, portfolio Risk Number, and internal expenses. They represent the best research from Riskalyze’s internal investment team.
“Thousands of advisors have put the Risk Number® at the center of the client engagement model, and they’ve consistently asked for our investment team to go deeper into our viewpoints on model portfolios,” added McDaniel. “We believe in the advisor as a fiduciary decision maker, and this research will equip them with a great starting point for building their own models.”
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts 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 to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com.