Empowering Advisors to Build Fearless Investors

Riskalyze's claim is to empower advisors to build fearless investors. Their platform is transforming the 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.

Kyle Van Pelt , Vice President at Riskalyze, stopped by at Charles Schwab’s IMPACT to discuss a number of exciting things on the horizon for Riskalyze and the advisors they serve.

Watch the video to learn:

How Riskalyze helps Advisors

Why a Technology Company [in partnership with First Trust] launched 6 new ETFs

What is their new feature — Autopilot — and how does that help Advisors

What’s on the forefront of technology in 2018 and where is Riskalyse going to focus

Related: Helping Advisors Shape Returns Through Target Outcome Investing