Getting Started
Before Riskalyze can enable AssetMark strategies in your account, we will need to verify your status with AssetMark. To get this process started, please email our Customer Care Team and we will put you in touch with our AssetMark liaison to verify your status before we enable the strategies.
How to use AssetMark
Frequent Questions
Which strategies are available on the Riskalyze platform?
All AssetMark strategies that are active and available in the eWealthManager Account Wizard are available in Riskalyze. Only retail models that have model performance are available. At this time, Advisor as Strategist models are not available.
What if I don't see the SMA/strategy I am looking for?
If you are having difficulty finding the SMA/strategy you are looking for, contact our Customer Care Team and they would be happy to assist you in finding the strategy you are looking for. Also, you can request a list of the available strategies from any member of our Customer Care Team.
How do I get new SMAs on the Riskalyze platform?
If you would like to request that a new SMA/Strategy be added, we recommend you connect with your AssetMark representative and ask that it be added. In the meantime, please see What If My SMA Isn't in the Riskalyze Database?.
Can I create models using these SMAs?
Absolutely! You can create your own model portfolios and utilize any of the available SMAs in your account.
I am an AssetMark Advisor interested in buying Riskalyze. What should I do to get setup with Riskalyze?
Contact our Sales Team for more information: 1-855-RISKALYZE or sales@riskalyze.com