In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.
In this episode, you’ll learn:
- How Riskalyze’s Life Alignment software, portfolio analytics, and investment research help advisors and their clients manage risk
- About the firm’s spreadsheet that promises to efficiently keep up with custodial workflow
- Riskalyze’s advisor questionnaire-approach for client risk assessment calculation
- Aaron’s take on their Volatility Resource Kit as volatility and pandemic-relief tool
- And more!
Tune in to learn more about Riskalyze and how they embody their mantra, “technology needs to be a means to an end”!