Riskalyze

​Riskalyze, the company that empowers thousands of advisors to align each client’s investments with their Risk Number®, today launched new annuity and insurance capabilities for its Risk Alignment Platform. The new Annuities + Insurance add-on will allow advisors to incorporate 2,125 annuity and insurance products into a client’s full financial picture with a single click, a functionality that has been requested by advisors, back offices and insurance providers who already use Riskalyze.

The newly-added component aims to ease the difficulty in properly measuring an annuity or life insurance product in the context of the rest of a client’s financial portfolio, a common problem among advisors.  Previously, financial advisors would have to consider annuity and insurance holdings separately from other holdings, or manually find the right annuity subaccounts from a menu of 130,000 choices and painstakingly hand-enter them into the portfolio.

​Riskalyze, the company that has equipped thousands of advisors with the Risk Number™, today announced powerful new tools that revolutionize the ability of advisors to put the markets in context for their clients during client reviews, support client psychology between those reviews, and deliver consistent behavioral coaching that promotes long-term investing. 

iRebal to Power Platform's Rebalancing Engine for RIAs at TD Ameritrade Institutional

Adhesion Wealth Advisor Solutions ("Adhesion"), a leading Unified Managed Account (UMA) platform committed to Registered Investment Advisors (RIAs) and fee-based advice, responds to strong customer interest and shifting industry demographics, with the launch of a unique RIA-branded, digital advice service. An industry first, Adhesion's platform will enable RIA firms to extend their client service delivery model with a "robo-like" capability, coupled with numerous low-cost, open-architecture investment options.

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Advisors Rejoice: Interactive Planning with Risk-Balanced Portfolios

RetireUp, the innovative cloud-based platform that allows advisors to create and run detailed retirement scenarios in real time, today announced its integration with Riskalyze, the world’s first risk alignment platform for financial advisors.

Joel Bruckenstein to serve as judge. Fuse 2014 award winners AdvisoryWorld, Riskalyze, Laser App, and Sagacious, Inc. will return to participate in Advisor FinTech Hackathon.

Orion Advisor Services, LLC, ("Orion") a portfolio accounting service provider for advisors, has announced it will host its second annual Fuse conference for financial technology developers. The event will again take place in Park City, Utah. The 2015 dates are  September 10th to 13th.

Premier risk assessment software, Riskalyze, is now available within eMoney’s wealth management platform.

eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, has announced that Riskalyze is now integrated as part of the emX Select dashboard in eMoney’s emX wealth management platform.

Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, is working with Morningstar to offer advisors a streamlined solution for managing the risk in their clients’ portfolios. Advisors who use both Riskalyze and Morningstar Office^SM can take advantage of this new integration to seamlessly access their Morningstar Office client information from within Riskalyze, and automatically update the holdings in their clients’ accounts.

Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, released its latest whitepaper today, titled Application of Preference Measurement: The Case of Riskalyze. The whitepaper independently reviews the company’s risk tolerance methodology and examines the company’s overall technical approach. Commissioned by the firm, Riskalyze was contractually prevented from influencing the opinions of the authoring academics.