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Riskalyze, Altruist integrate platforms
Advisers now have access to risk assessment and portfolio analytic tools.
The latest in financial #AdviserTech — September 2021
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
Riskalyze lands private equity funding from HG Capital
The firm’s leadership team, employee base and brand will all remain unchanged, according to CEO Aaron Klein. The deal is a part of a larger strategy to increase growth and innovation at the firm.
Morningstar aims to rethink risk tolerance with new tools
Morningstar jumps into the risk tolerance game at a time when debates around risk methodologies are heating up among competitors. About 31% of investors said they left their adviser because they didn’t understand their risk tolerance, according to Morningstar.
The war for risk analysis gets ugly
Market leader Riskalyze lashed out at competitors over differences in methodologies, but the allegations opened up interesting questions about the technologies under the hood at risk analysis providers.
Riskalyze tears into Orion’s HiddenLevers over predictive modeling
The risk management software provider lashed out at competitors HiddenLevers and RiXtrema for using predictive models that are 'wildly inaccurate.'
Wealthtechs merge to build ‘ecosystems’ for advisers
Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.
Wealthtechs launch personalization tools for advisers
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
Conferences are planning in-person events in 2021
Some companies are prepping for in-person events slated for the second half of 2021. The industry is hoping to meet face-to-face again as COVID-19 vaccines are being distributed across the country.
Cetera zeroes in on user experience with Riskalyze
The broker-dealer is leveraging its enterprise partnership with Riskalyze to automate risk management and enhance customer experience, which are now available to Cetera’s network of 8,000 advisers via the AdviceWorks platform.
Toward a definition of financial wellness
Countless wealth management firms, insurance companies and fintech providers are promising to deliver financial wellness, but few can offer a coherent definition, let alone a clear approach to providing it.
Charles Schwab rolls out ‘Hey, Google’ account updates
The integration lets clients track portfolio performance with interactive voice requests
Fintechs zero in on Reg BI as deadline looms
Technology providers are deploying tools to help advisers brace for new regulatory requirements
Riskalyze growing into much more than a risk assessment tool
CEO Aaron Klein wants his firm to become central digital hub for an adviser's day-to-day client work.
Riskalyze launches multi-custodial trading tool
Company said software will reduce time advisers spend trading by 80%.
Riskalyze adds fintech veterans to leadership team with eye on aggressive growth
With Lori Hardwick and Drew DiMarino, Riskalyze wants to expand among enterprise firms and possibly take the company public.
Riskalyze aims down market with retirement solutions platform
A couple years ago, as Riskalyze surged from four to 200 employees, it’s CEO Aaron Klein realized that they were “like the cobbler’s kid who didn’t have shoes” when it came to a 401(k) plan. But with a closer look at retirement products, he quickly realized that there was a bigger opportunity for advisers.
Riskalyze introduces portfolio construction, other tools
New products intended to enhance client engagement, account automation
A financial adviser’s guide to risk management software
Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.
Riskalyze adds retirement mapping to its risk tolerance tool
Split-second online analysis lets advisers show multiple portfolio scenarios in client meetings.
