Tag Archives: Portfolio

Managing Financial Risk with Riskalyze – With Guest Aaron Klein

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , ,

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”! 

Resources: WealthManagement.com | Aaron Klein | Riskalyze 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , , , , , , , , , ,

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors? 

Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning information, Tim Welsh from Wealth Management is joined by Eric Clark and Kelly Waltrich, both from Orion Advisor Tech, and together they explain how are the emerging financial platforms helping their firm.

In this episode, you’ll learn:

  • Astros: A software that allows customers to check their portfolios from anywhere and at any time. 
  • Slack: The tool that allows social connection in these times of social distancing 
  • The role of existing online platforms in easing and facilitating workload
  • Automation and robots for communication and marketing purposes: Why they could never replace real advisors
  • And more!

Join Eric and Kelly now to learn how technology is helping financial advisors.

Resources:  Wealth Management | WealthTech Winners Circle Podcast | Orion Advisor Tech

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More