Riskalyze shakes up risk profiling, eyes UK market

I sat down with Aaron Klein, CEO of Riskalyze at the T3 Conference in Califonia last week to talk about how his firm is taking client risk profiling to a whole new level.

 

 

 

Riskalyze automatically analyses a client’s portfolio and identifies if the portfolio is in line with their risk tolerance. In just a few clicks, advisers can stress test portfolios for a variety of market scenarios and calculate a client’s probability of meeting their goals.

It’s Asset Sync functionality pulls in data on client accounts held with thousands of institutions (custodians, banks, workplace retirement plans etc). This gives an advisers a holistic view of a client’s overall wealth and how this might impact the risk in their portfolio!

I bet every UK adviser wants one of these? So, I asked him if we’ll see Riskalyze in the UK anytime soon!

 


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Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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