Riskalyze Investments
Portfolio Analysis + Risk Alignment Platform
Riskalyze operates a risk alignment platform that transforms the advisory industry by allowing investment advisors to capture a quantitative measurement of client risk tolerance. The platform uses its data to attract new clients, capture and meet their expectations, and quantify suitability.
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Discussion
Fintastico Team
2 months, 1 week
https://www.wealthmanagement.com/technology/ris...
Fintastico Team
3 months, 3 weeks
http://feedproxy.google.com/~r/finovate/~3/XF_F...
RightCapital Launches Dynamic Retirement Spending Strategies - Finovate
Financial planning software company RightCapital unveiled new dynamic retirement spending strategies on its platform this week. The new offering gives investors the ability to better plan their finances once their working days are done. “The industry has been using a rather simple retirement expense approach in the financial planning process for many years,” RightCapital CEO Read more...
Fintastico Team
1 year, 6 months
https://www.investors.com/financial-advisors/fi...
Fintastico Team
1 year, 6 months
https://www.wealthmanagement.com/technology/ris...
Riskalyze Fintech Report Card: April 2020
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Fintastico Team
1 year, 8 months
http://www.digitaljournal.com/pr/4636982
Fintech Founders book hits the top of the financial technology chart
"Fintech Founders is the reference guide for starting up a financial technology startup, and it has hit best-selling ranking in four different Amazon categories."Over 70 in-depth interviews of Fintech Founders provide lessons from some of the most successful fintech entrepreneurs that will help you understand the challenges and opportunities of applying technology and collaboration to solve some key problems of the financial services industry.Fintech Founders, the reference guide for starting up a financial technology startup, has hit best-selling ranking in four different Amazon categories.
Fintastico Team
1 year, 8 months
https://www.wealthmanagement.com/technology/fin...
Fintech Report Card: The Decade In Review
A special edition of the report card where Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor tech over the last 10 years.
Fintastico Team
1 year, 11 months
https://www.crowdfundinsider.com/2019/12/154737...
Survey: 40% of Financial Advisors Say Mobile Apps Will Transform Wealth Management Industry
According to a new survey, 40% of financial advisors say mobile apps will transform the wealth management industry.
Fintastico Team
2 years, 5 months
https://www.investmentnews.com/article/20190611...
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.
Fintastico Team
2 years, 12 months
https://www.investmentnews.com/article/20181207...
Michael Kitces: The latest in financial adviser fintech — December 2018
This month's edition kicks off with the big news that Blackrock is taking a whopping $123M stake in Envestnet as the company doubles down on the strategy.
Fintastico Team
3 years, 2 months
http://news.google.com/news/url?sa=t&fd=R&ct2=u...