November 2, 2015 – Today at the T3 Enterprise conference, FolioDynamix’ latest partnership was unveiled by Riskalyze. Below is the announcement that introduces the Real-Time Wealth Management Enterprise™, an ecosystem consisting of Riskalyze, Compliance Cloud and Autopilot deployed as a seamless solution for wealth management enterprises and supported by trading and portfolio management technology from FolioDynamix.
Riskalyze Introduces the Real-Time Wealth Management Enterprise™
New capabilities from combining the company’s three products allow enterprises to deliver risk-aligned advice and straight through processing on any asset management platform or product.
For the first time, compliance teams can get real-time visibility into portfolio changes, and see quantified client risk assessments flow in from advisors in the field.
Instead of photocopying flawed robo-advisor business models, Riskalyze is empowering them instead to execute a next-generation “digital advice” model that drives scale, lowers complexity and cost, and showcases the enduring value that advisors provide.
Fort Lauderdale, FL – November 3rd, 2015 – Riskalyze, the company that has equipped thousands of advisors with the Risk Number™, today introduced an ecosystem of products that empower RIAs, broker-dealers, banks and other institutions to deploy a real-time wealth management platform across the enterprise. Riskalyze CEO Aaron Klein will demonstrate the new platform’s capabilities at his keynote address at the T3 Enterprise conference in Fort Lauderdale, FL this morning.
The Real-Time Wealth Management Enterprise™ is powered by new capabilities across all of Riskalyze’s three products:
— Riskalyze, the world’s first Risk Alignment Platform, now includes full featured straight through processing, empowering advisors to propose risk-aligned portfolios to their clients and implement them with a click. Initial off-the-shelf integration partners will include FolioDynamix, Orion, Trust Company of America and TD Ameritrade, and most enterprise implementations are easily customized to connect into the firm’s existing managed account, custodial or operational platform. In addition, the One-Click Fiduciary Review™ allows firms to certify that they’ve complied with the review processes required by their fiduciary responsibility and emerging DOL regulations.
— Autopilot Enterprise empowers firms to seamlessly execute a digital advice strategy, rather than utilizing passé robo technology to photocopy a flawed business model. Designed to be client driven and often advisor assisted, Autopilot delivers powerful capabilities for client self-service, a beautiful and native account opening and e-signature process, and powerful migration tools to help firms move assets when they need to.
— Compliance Cloud unveils new integration with Riskalyze, combining powerful data analytics on an enterprise’s book of business with client Risk Number data flowing upstream. In addition, compliance teams have real-time visibility into portfolios submitted for straight through processing, and can easily sift through millions of accounts to find compliance issues.
The Real-Time Wealth Management Enterprise™ represents the first-ever combination of the three most popular digital solutions, deployed as a seamless solution for wealth management enterprises.
“The Real-Time Wealth Management Enterprise ecosystem is helping firms drive huge asset growth, build client satisfaction, alignment and engagement, transform their business models for the future, and perhaps most importantly, is helping them navigate the radical changes soon to arrive with Department of Labor fiduciary regulations,” said Aaron Klein, CEO at Riskalyze. “Deploying great software is important, but our customers have been asking for a solution for these complex and critical operational and regulatory issues, and we’re thrilled to be delivering it for them.”
“We’re excited to be a launch partner for this major step forward for advisors and institutions who want to use the Risk Number to drive asset growth and client satisfaction,” said John Carey, Chief Operating Officer at FolioDynamix. “The partnership with Riskalyze will drive client growth and innovative capabilities to the firms leveraging our powerful trading and portfolio management platform.”
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Riskalyze is the company that invented the Risk Number, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage $121 billion on Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number. To learn more, visitwww.riskalyze.com.
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA). Visit www.foliodynamix.com. Follow us on Twitter @foliodx.