Riskalyze and Hantz Financial Services, Inc. announced an enterprise agreement to become the first to deliver its more than 165 financial consultants’ access to Discovery in Riskalyze Elite. Hantz Financial Services, Inc. chose Riskalyze for its state-of-the-art portfolio analytics, investment research capabilities, and the opportunity to consolidate technology solutions with Riskalyze’s launch of Discovery. After experiencing all that the Discovery platform has to offer at the 2021 Fearless Investing Summit, Hantz Financial Services, Inc. continues to be at the forefront by becoming Riskalyze’s first enterprise partner to deliver Discovery to all of its advisors.
“After seeing how Riskalyze facilitates modern client engagement with its most recent feature release in Discovery, we knew that we wanted to be the first to equip all of our financial consultants with this technology”
Hantz Financial Services, Inc. is a Michigan-based Riskalyze and Hantz Financial Services, Inc. announced an enterprise agreement to become the first to deliver its more than 165 financial consultants’ access to Discovery in Riskalyze Elite. Hantz Financial Services, Inc. chose Riskalyze for its state-of-the-art portfolio analytics, investment research capabilities, and the opportunity to consolidate technology solutions with Riskalyze’s launch of Discovery. After experiencing all that the Discovery platform has to offer at the 2021 Fearless Investing Summit, Hantz Financial Services, Inc. continues to be at the forefront by becoming Riskalyze’s first enterprise partner to deliver Discovery to all of its advisors.
“After seeing how Riskalyze facilitates modern client engagement with its most recent feature release in Discovery, we knew that we wanted to be the first to equip all of our financial consultants with this technology”
Hantz Financial Services, Inc. is a Michigan-based financial services firm that serves families as well as businesses. The firm has allowed advisors to use Riskalyze for several years and saw the power of Discovery to augment its tech stack across the organization.
“After seeing how Riskalyze facilitates modern client engagement with its most recent feature release in Discovery, we knew that we wanted to be the first to equip all of our financial consultants with this technology,” said Tony Natale, Hantz’s Vice President of Asset Management. “This allows us to provide superior outcomes for our clients as part of our tailored services.”
Riskalyze’s Discovery uses a quantitative engine to find exchange-traded funds (ETFs), mutual funds, and other securities that best fit an investor’s portfolio utilizing a series of criteria that includes the Risk Number® and Riskalyze GPA®. This solution is an answer to lengthy, physical investment research reports that are inefficient and less precise.
“Serving future-building firms like Hantz Financial Services and putting the tools in their advisors’ hands to create stronger, individualized portfolios for their clients is what Riskalyze is all about,” said Riskalyze Chief Executive Officer Aaron Klein. “With our most recent launch with Discovery, we will continue to invest in their tech stack to unlock greater operational efficiencies and cost savings.”
firm that serves families as well as businesses. The firm has allowed advisors to use Riskalyze for several years and saw the power of Discovery to augment its tech stack across the organization.
“After seeing how Riskalyze facilitates modern client engagement with its most recent feature release in Discovery, we knew that we wanted to be the first to equip all of our financial consultants with this technology,” said Tony Natale, Hantz’s Vice President of Asset Management. “This allows us to provide superior outcomes for our clients as part of our tailored services.”
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Riskalyze’s Discovery uses a quantitative engine to find exchange-traded funds (ETFs), mutual funds, and other securities that best fit an investor’s portfolio utilizing a series of criteria that includes the Risk Number® and Riskalyze GPA®. This solution is an answer to lengthy, physical investment research reports that are inefficient and less precise.
“Serving future-building firms like Hantz Financial Services and putting the tools in their advisors’ hands to create stronger, individualized portfolios for their clients is what Riskalyze is all about,” said Riskalyze Chief Executive Officer Aaron Klein. “With our most recent launch with Discovery, we will continue to invest in their tech stack to unlock greater operational efficiencies and cost savings.”
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