The Fearless Investing Summit is Riskalyze’s annual conference and for our September 2021 event, we aimed to make it the safest event in the industry. We attracted 700 advisors from all 50 states, and created a space for attendees to recharge in a beautiful location, evaluate new ideas, and receive invaluable education from world-class thought leaders – all while having zero confirmed COVID cases onsite or reported afterwards. Riskalyze was the first to offer an unprecedented, industry-best, ‘no questions asked’ refund policy, enabling all registrants to attend fearlessly. We’re proud of the best-in-class industry speaker lineup that came together for this event, including Stephanie Bogan, Anthony Stich, Brian Hamburger, Dasarte Yarnway, Susan Theder, Bill Crager, Michael Kitces, Nina O’Neal, Shannon Saccocia and many more.

Riskalyze launched the industry-first “Build My Tech Stack” application to empower advisors to pre-select various integrations, whether they are current Riskalyze customers or not. It then generates a personalized report showing step-by-step instructions, automatically prioritizing the integrations to set up first, including an overview of what the integration does and the necessary steps to set up each piece of software to Riskalyze. All 40+ Riskalyze technology partners are available to choose from in a simple, clean menu, whereby the advisor selects their existing or desired tech from a list of key categories: – Custodians – CRM – Document Management – Financial Planning – Portfolio Management – Research and Data The Build My Tech Stack tool has been available for the past 13 months at riskalyze.com/techstack.

Riskalyze’s recent launch of its portfolio analytics and research capabilities allows tens of thousands of users to craft the perfect portfolio using in-depth investment data. Based on Riskalyze’s proprietary analytics, advisors can now compare the historical and statistical data related to client portfolios, along with comparing against market indexes, models, blended benchmarks, and individual securities. All of an advisor’s investment research can be done inside Riskalyze without switching browser tabs. With Discovery, Riskalyze has built custom fund lists, including top of class, advisor favorites, top GPA, and more. Whether a user wants to search by proprietary analytics like the Risk Number®, or filter by equity sectors, market cap size, or other metrics, Discovery has users covered, allowing them to spot market trends before anyone else.

Riskalyze launched an all-new Intelligent Tax Optimization trading engine that allows advisors to optimize every decision by keeping taxable accounts on target while minimizing taxes. When an advisor makes trades within an account, Riskalyze runs millions of scenarios to find the perfect number of shares to sell from the precise tax lots, getting clients as close as possible to their investment target, while staying under a set capital gains or capital losses budget. Included is a proprietary Automated Tax Loss Harvesting methodology that scans every client account looking for tax loss harvesting opportunities over a dollar or percentage threshold. Riskalyze’s new switchback management after a wash sale window is unprecedented among rebalancers. See demo at the 5:30 mark at https://vimeo.com/380303925.

Riskalyze’s Risk Assessments have been reengineered for a cookieless world. Web browser privacy trends and new regulations are tightening the scope of implementation of cookie-based technology. Riskalyze’s questionnaire was designed to be embedded onto a firm’s website, and the latest design is quicker, more responsive, and works beautifully without iframe cookie dependencies. Tens of thousands of advisors use this tool to attract leads, start proposals, set better expectations with clients, and document their fiduciary care. It’s still the #1 Risk Tolerance Questionnaire, and advisors don’t need to change a single thing on their website to continue achieving all the growth, client education, and best-interest documentation that it provides.

Aaron Klein is the co-founder and CEO at Riskalyze, the company that invented the Risk Number and the world’s first Risk Alignment Platform. Over the past 10 years, Aaron has raised tens of millions of dollars and built the industries’ premier Risk Analytics and Trading platform, which serves tens of thousands of financial advisors across the country today. Aaron is as humble as he is ambitious, and proudly sits on the board of Snappy Kraken, the leading marketing automation platform for advisors; and Invest in Others, an organization that spotlights and funds the charitable work of financial advisors. InvestmentNews has honored him as one of the industry’s top 40 under 40 executives.