The world’s first Risk Alignment platform has taken the Risk Number® to an Elite level. Advisors using Riskalyze Elite have all the features of Risklayze Select, plus powerful analysis tools like Detailed Portfolio Stats and Individual Security Analysis. With Elite, advisors are able to set better expectations with Timeline for Retirement Maps and engage with prospects like never before with the all-new Advisor Marketing Kit.
Check out the categories below to see all of the incredible value Riskalyze Elite adds to your practice.
Looking to upgrade to Elite? Contact our Customer Care Team at [email protected] and we'll be happy to help.
Advisor Marketing Kit
The Riskalyze Advisor Marketing Kit is an exclusive client and prospect engagement tool for advisors with access to Riskalyze Elite. While Riskalyze doesn’t offer in-house design services, these customizable resources allow you, and your graphic designer, to tailor each piece of marketing material to align with your unique branding approach.
Click Here to learn more about the Marketing Kit.
Individual Security Analysis
Rather than making general assumptions at the asset class level, Riskalyze assesses risk at the individual security level. Individual Security Analysis lets you dissect portfolios from the bottom up, as well as the top-down, by focusing on risk-specific data AND in-depth investment analysis for individual stocks, ETFs and mutual funds.
Click Here to learn more about Individual Security Analysis.
Detailed Portfolio Stats
Paired with the Risk Number®, the high-level analytics generated in all Riskalyze portfolios - like the 95% probability range or aggregate portfolio yield - do an excellent job of summarizing portfolio metrics and composition. We created Stats to take your analysis even deeper with advanced portfolio analytics.
Click Here to learn more about Stats.
Timeline for Retirement Maps
Timeline for Retirement Maps allows you to get straight to a workable financial plan of action without hours and hours of tedious plan building. With Timeline, you can instantly measure the impact of your client's goals on their likelihood of sustaining income throughout retirement.
Click Here to learn more about Timeline.
Retirement Plans is a powerful addition that gives your plan participants access to build a retirement goal and choose a portfolio that's right for them. Once you've enabled the Retirement Plans add-on, you'll be able to manage the participants and models for all of your plans.
Click Here to learn more about Retirement Plans.
Custodian Account Opening
With Riskalyze Elite and any one of our supported custodians, filling out account application forms just got a little easier. Speed up account opening and reduce the number of NIGO (not in good order) submissions with automated form filling for great custodians like TD Ameritrade and TCA.
Click Here to learn more about Account Opening.
Outside Asset Sync
Asset Sync simplifies the process of importing client accounts into Riskalyze, allowing users to sync in a client account from any one of thousands of financial institutions with just a few clicks. Once the holdings have been imported, Asset Sync can keep the account up to date with nightly syncs (if the recurring option is enabled).
Click Here to learn more about Asset Sync.
Docusign The IPS Report
Advisors with Riskalyze Elite and a DocuSign subscription have an electronic signature option when presenting the Investment Policy Statement (IPS) to their clients. This requires activation of our DocuSign integration which can be completed via Menu —> Settings —> Integrations. Once you activate your DocuSign integration, you're all set!
Simply click on the DocuSign button (as shown below) and follow the prompts to begin the signing ceremony.