Investment industry technology provider Riskalyze has
unveiled a lineup of new products and services aimed at supporting financial
advisers and their clients.
Riskalyze CEO Aaron Klein outlines the new products as follows:
Premier, billed as a new service tier designed to “supercharge client
engagement and dramatically increase practice efficiency.” According to
the firm, the dashboard gives clients a risk-centric view of their wealth
and is set up to allow centralized control of data.
Next-Generation Autopilot Platform, described as a multi-custodial
automated account platform that allows an adviser to deliver “both deep
personalization and scalable automation.” The firm says “one-click fiduciary
technology” is the backbone of this new offering.
Partner Store, a “new marketplace” that brings together models,
strategies and research.
Number Models, a series of eight model strategies built from the funds
of Riskalyze's key asset management partners. The new models are built
using objective criteria such as Sharpe ratios, portfolio Risk Number and
internal expenses, and represent the “best research from Riskalyze's
internal investment team.”
The firm suggests AlphaDroid, Cambria, CLS Investments,
First Trust, Longboard Asset Management, Morningstar Managed Portfolios, New
York Life Mainstay Investments, SEI Investments, Stadion Money Management,
State Street Global Advisors and Swan Global Investments are all joining the
Autopilot Partner Store as research, model strategist and asset management
“The powerful and automated account management tools at the
heart of Autopilot form the nucleus of the industry's first 'self-driving car'
of advisory platforms," argues Aaron Klein, CEO at Riskalyze. “Riskalyze
replaced the adviser's yellow legal pad for making investment decisions, and
now Autopilot replaces the manual work of implementing those decisions.”
More information about the products is at www.riskalyze.com.