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Riskalyze Adds 140,000 New Investment Assets to Risk Engineering Platform

Submitted by Technology Tools for Today on August 1st, 2014


A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.

“We’re excited to launch a big upgrade to Riskalyze that has been months in the making: a faster, smarter and more flexible Portfolios tool,” said Aaron Klein, CEO of Riskalyze. “Advisors can now engineer the risk in a diverse array of portfolio choices with just a few clicks.”

Here’s how the new Portfolios is faster, smarter and more flexible:

  • Multiple Accounts. Split portfolios into multiple accounts, import one account at a time from different custodians, and manage SMAs and VAs with a click.
  • Separately Managed Accounts and Variable Annuities. We’re adding 10,000 third party money managers and 130,000 VA subaccounts to Riskalyze. This will be a free upgrade for all of our existing customers at the time of release.
  • Notifications for Young Investments. As we’ve always said, it’s tough to be sure you’ve nailed all of the downside risk of an investment that’s never seen a true bear market. A simple icon lets you see those — and set a proxy security if you prefer.
  • Better Search. Don’t remember the symbol? Search for stocks, ETFs, mutual funds, VAs, SMAs and more by name.
  • Flexible Optimizer. Using the optimizer tool isn’t an all-or-nothing deal any more. When you click on Optimize, you can select which investments you want to optimize against each other, and review the results. It’s easy to either save the results, or undo them and roll back to the portfolio’s prior allocations.
  • Amazing Stress Tests. An all-new stress testing engine offers a simple and beautiful look at how a portfolio might have performed during key market events, like the 2008-09 financial crisis or the 2013 bull market.
  • Portfolios have never looked so sharp or been so fast. As part of a broader redesign coming later in the summer, the new Portfolios has fresher colors, a sharper design and is even easier to use — all while maintaining the great features our advisors love. And yes — it’s WAY faster, especially on larger portfolios.

“The upgraded Portfolios tool in Riskalyze is a powerful way to demonstrate to clients just how tightly aligned their investments are with their Risk Number,” said Mike McDaniel, Chief Investment Officer at Riskalyze. “No matter what my prospects walk through the door with, I can now easily show them how I can deliver a superior result.”

Existing Riskalyze customers have already been upgraded to the new Portfolios tool. Advisors interested in learning more can join a guided tour at Riskalyze.com.

Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, RIA networks, custodians, clearing firms and asset managers to align the world's investments with investor risk tolerance. www.riskalyze.com.  

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