Dealing with all threatening variables in professional decision-making, risk management is becoming even more vital to the lifeblood of both private and public sector organizations. Specialized firms advice clients on how to prepare for the future, lending a prescient eye to almost every aspect of day-to-day and investment activities. Investing is quite difficult for the average investor, and subjective risk semantics like "aggressive" and "moderately conservative" aren’t helpful. Riskalyze believes that when advisors align the world's investments with each investor's Risk Number®, anyone can invest fearlessly.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Let’s get to know about Riskalyze in their own words
"Customer-obsessed" means we are nothing without the advisors we love to serve. We work every day to ensure they know how noble their work is, and reinforce how special they truly are. We know we are exceptional only because of the product we deliver, the process we teach, and the service we provide.
"Value-creating" means we are ridiculously fair in how we treat our customers, and we’re not the cheap alternative that delivers low-quality results. We consistently deliver 10x, 30x, 50x and even 100x the value we capture, and we’re okay with that — we’re consumed with helping our customers succeed and grow.
"Relentless engineers of delight" means we craft every interaction with our customers to exceed expectations, create raving fans, and set the bar to which they compare every other service experience.
Riskalyze is all about what you love
Risk assessments: Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world.
Portfolio risk: Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range™ enable you to make investment decisions and demonstrate alignment to your prospects and clients.
Retirement maps: Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.
Stress tests: Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.
Individual Security Analysis done right
Risk analysis at the security level: Riskalyze runs daily analysis at the individual security level, covering over a quarter million stocks, ETFs, mutual funds, SMA third party money managers, individual corporate, government, and municipal bonds, non-traded alternatives, annuities, REITs, and more!
Next-level research at your fingertips: Want to drill deeper into individual security analytics? It’s easy to pull up a rich set of data for stocks, ETFs, and mutual funds. Whether you want to model performance, see trailing returns, dive into asset classification, or see regional exposure, Riskalyze has you covered.
Trading that goes according to your will
If you've ever looked at a legacy rebalancer, you know they run on a rigid models-based architecture. There's no flexibility — everything has to be a model. Which is fine if you don't care about your client's after-tax returns.
But life isn't that simple. Clients come to the table with legacy positions, mammoth unrealized capital gains, and sentimental holdings. And that's why most advisors end up building hundreds of specialized models in their legacy rebalancer.
Enter Riskalyze Trading. You can certainly use models. Or multiple models. Or models of models. Or you can simply set an individual account target with the client's current holdings. Or lock sentimental positions and trade around them. Set a target for each client account, and Riskalyze Trading makes it easy to keep them on track, with the flexibility to manage all of your accounts at once, or customize each one quickly and easily.
Meet the legend
Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable children in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.