The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, have enhanced their integration which will immediately provide financial advisors seamless access between the two industry-leading tools.
“We are excited to enhance this integration for our financial advisors who will now have greater ability to assess their clients’ risk tolerance and the appropriate investments to match.”
RightCapital allows financial advisors and their clients to continuously refine their financial plans as life unfolds via services including budgeting, Social Security withdrawal optimization as well as student loan, Medicare and estate planning needs. Financial professionals using Riskalyze and RightCapital have an even stronger arsenal of tools at their disposal to guide their clients to make the best financial decisions.
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“As a complete, end-to-end financial planning solution, RightCapital has been on an impressive growth tear when it comes to their capabilities, and we’re pleased to deepen our integration,” said Aaron Klein, CEO at Riskalyze. “At Riskalyze, we are constantly innovating to provide our customers with all the tools that they need to accurately guide their clients toward financial success. Our enhanced integration with RightCapital brings an even more streamlined workflow straight to advisor desktops.”
As a result of this integration, RightCapital clients have access to all of Riskalyze’s model portfolios with the company’s signature Risk Number® displayed. Advisors can then import position-level account data into their RightCapital financial plans.
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“We always want to provide our users with access to best-in-class technology. So when it came to upgrading our process around risk, it was a very easy decision to focus our efforts on our partnership with Riskalyze,” said Shuang Chen, Co-founder and Chief Executive Officer of RightCapital. “We are excited to enhance this integration for our financial advisors who will now have greater ability to assess their clients’ risk tolerance and the appropriate investments to match.”
In the first six months of this year, tens of billions of dollars in new assets under management (AUM) have been able to leverage Riskalyze. To date in 2021, Riskalyze has added more than 10,000 financial advisors to its platform.
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