Riskalyze introduces portfolio construction, other tools

Riskalyze, a Sacramento, Calif.-based technology company targeting advisers, has introduced several new products and services in the areas of client engagement, portfolio construction and account automation for advisors. CEO Aaron Klein, in a release, said the introductions include Riskalyze Premier, a new service tier designed to improve client engagement and practice efficiency; an updated Autopilot Platform, the firm’s multi-custodial automated account platform; Autopilot Partner Store, which is a marketplace for models, strategies and research from asset managers, strategists and research firms; and Risk Number Models, a series of eight model strategies built from funds of Riskalyze’s asset management partners. The introductions were made at the annual T3 Conference in Garden Grove, Calif. In October, Riskalyze received a $20 million minority equity investment led by FTV Capital. It was the first outside institutional round for the company and was used to bolster and expand its line of digital offerings.