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RetireUp Integrates with Riskalyze

Submitted by Technology Tools for Today on October 6th, 2015


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.

“RetireUp was built to create an interactive experience between the advisor and client, while maintaining simplicity, with the end goal of providing greater value and enhancing business development,” said RetireUp CEO Dan Santner. “Our integration with Riskalyze further enhances the advisor’s value, enabling them to project custom portfolios into the full context of the retirement conversation and display them in an easily-understood way.” 

RISK-TAILORED PORTFOLIOS ALIGNED WITH CLIENT RETIREMENT GOALS 

With Riskalyze, advisors capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. RetireUp transforms portfolio risk and volatility into the centerpiece of the Retirement Income Story© - compelling discussions around the full picture of retirement income, including Social Security, Variable Annuities, Fixed Index Annuities and Pensions, as well as other assets such as REITs, home equity and small business ownership. 

Retirement income models that already illustrate the many risks found in retirement – market sequence risk, inflation, healthcare expenses, premature death – now easily demonstrate risk associated with the clients’ own portfolios that have been tailored to their risk preferences. 

In a market that is seeing increased competition from self-directed robo-advisors, this integrated solution offers RIAs and financial advisors a distinct competitive advantage in providing clients with essential consultation and guidance. 

"RetireUp has a unique take on financial planning and has already proven to be a very popular choice among the advisors we work with," said Aaron Klein, CEO at Riskalyze. "We think this is a uniquely powerful combination of tools for advisors to drive quantitative risk alignment and long term goals and planning." 

INTRODUCTORY WEBINAR 

What:             Riskalyze and RetireUp Integration Demo

When:            Tuesday, October 13, 1pm PT / 4pm ET

Where:           Register here 

For those unable to attend the webinar, the archived recording will be available after the event at http://blog.retireup.com/riskalyze/.

ABOUT RETIREUP
RetireUp’s cloud-based software sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. It is the perfect balance between basic retirement calculators and complicated retirement planning tools.

RetireUp works with enterprises, independent financial advisors and RIAs. For more information go to www.retireup.com. 

ABOUT RISKALYZE
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 was named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $90 billion in assets. To learn more, visit www.riskalyze.com.

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