Welcome to the WealthTech Winners Circle Podcast! This is the show that explores solutions to the technological challenges that impact today’s financial professionals.
In this episode, host Tim Welsh, president of Nexus Strategy and consultant to the Wealthmanagement.com Industry Awards, is joined by Aaron Klein, CEO of Riskalyze. Riskalyze took home multiple Wealthies in 2019, including a win in the Technology Provider: Risk Tolerance and Client Servicing category for The Riskalyze Experience. Now, Aaron shares how advisors can use Riskalyze to transform fear-bound investors who make bad short-term decisions into fearless investors who make great short-term decisions.
In this episode, you will learn:
- Why Riskalyze exists to help advisors guide investors’ short-term decisions
- About the features of Riskalyze’s new connected trading technology
- What challenges advisors are facing with technology right now
- What tech opportunities advisors might be missing out on
- Aaron’s thoughts about how self-directed investing services and AI fit into today's financial space
- And more!
Tune in now to learn more about Riskalyze!