Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

·2-min read

Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives all implementation fees, license fees, and twelve-month contract requirements for two full weeks.

"As a former financial advisor myself, I know how much time is spent rebalancing client accounts in December," said Mike McDaniel, Co-founder and Chief Investment Officer at Riskalyze. "Having Riskalyze do the math speeds up the process tremendously, so we thought there’d be no better gift at the end of a tough year than to put this into the hands of some incredible advisors."

Riskalyze Trading is a workflow-enhancing solution that scans the entirety of an advisor’s client accounts nightly and surfaces dynamics that need attention:

  • Risk Number Drift

  • Allocation Changes

  • Tax Loss Harvesting Opportunities

  • Excess Cash

Advisors then approve or snooze changes that need to be made, and executions are configurable for the following custodial platforms: Fidelity, LPL, Schwab, TD Ameritrade, RBC, and Pershing.

As trading functionality is weaved into the Riskalyze platform as a whole, this limited-time offer also includes full access to Riskalyze Elite, the best version of the award-winning risk alignment and analytics suite.

"Advisors are engaged in some heroic work, and have been tested in 2020, like no time in recent memory," said Aaron Klein, Co-founder and CEO at Riskalyze. "We want to do what we can to help them focus their intellect and expertise on making great decisions so they can let advanced technology put those decisions into place."

Riskalyze is initiating free platform activations through December 31, 2020. Advisors are now welcome to request access at www.riskalyze.com/eoy-rebalancing.

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com

View source version on businesswire.com: https://www.businesswire.com/news/home/20201201005500/en/

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