Riskalyze | Jotup

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Retrieved on:

Wednesday, September 6, 2023

Professional Services, Finance, Fintech, Asset Management, Consulting, Banking, Riskalyze, CFA, Investment, Merchant, Risk management, Research, Strategic planning, RIAS, Financial services, Financial adviser, Operation (mathematics), Nitrogen

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch of new custom funds capabilities, further enriching its offering to RIAs.

Key Points:

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch of new custom funds capabilities, further enriching its offering to RIAs.
“The rollout of Opto’s custom fund capabilities reflects our commitment to supporting advisors and giving them personalized solutions to navigate private markets effectively,” said Ryan VanGorder , chief executive officer at Opto.
This new approach is set to elevate the private markets investment experience for advisors and clients alike.”
Opto offers advisors a comprehensive solution that addresses administrative challenges and provides essential support within private markets.
Further, Opto provides educational resources that help advisors elevate their private markets knowledge and arm them with materials to support better conversations with clients.

Riskalyze Rebrands as Nitrogen, Creator of Industry-First Growth Platform

Retrieved on:

Tuesday, May 9, 2023

It’s an unexpected choice, but Nitrogen is like that — it’s a catalyst, it’s a force multiplier, it’s an essential element for growth,” said Aaron Klein , CEO at Nitrogen.

Key Points:

It’s an unexpected choice, but Nitrogen is like that — it’s a catalyst, it’s a force multiplier, it’s an essential element for growth,” said Aaron Klein , CEO at Nitrogen.
“We’ve been building this growth platform for wealth management firms in plain sight for the last decade, and now our name reflects who we are today, and who we will be in the future.
It has garnered industry acclaim, delivered more than 5 million Risk Numbers to end clients, and significantly broadened its capabilities for driving firm growth.
“For the last decade, we’ve been leveraging this platform to accelerate our growth and the success of our advisors,” remarked Cody Foster , CEO at Advisors Excel .

EncorEstate Plans Hires Riskalyze Co-Founder Matt Pistone as Chief Technology Officer

Retrieved on:

Wednesday, April 26, 2023

API, Riskalyze, Pistone, Growth, Engineering, RIAS, Merrill (company), Proxy, Software, Management, Financial adviser

SEATTLE, April 26, 2023 /PRNewswire-PRWeb/ -- EncorEstate Plans, a fintech company that provides estate planning software designed exclusively for financial advisors, announced today that it has hired Riskalyze co-founder Matt Pistone as the firm's first Chief Technology Officer, where he will focus on building out the company's technology strategy to serve its growing enterprise business.

Key Points:

EncorEstate Plans empowers financial advisors to grow their practices through industry-leading estate planning, a highly important yet often overlooked aspect of client service.
"I'm excited to join the EncorEstate Plans team to build on an extremely solid foundation," Pistone said.
Prior to joining EncorEstate Plans, Pistone co-founded Riskalyze, where he served as the Chief Technology Officer for 10 years.
"Matt is an outstanding technology leader who knows how to effectively scale engineering teams and develop best-in-class systems," said EncorEstate Plans CEO Matt Morris.

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Retrieved on:

Wednesday, April 12, 2023

Riskalyze , the industry-leading growth platform for wealth management firms, today announced the return of its annual Fearless Investing Summit .

Key Points:

Riskalyze , the industry-leading growth platform for wealth management firms, today announced the return of its annual Fearless Investing Summit .
Ranked one of U.S. News & World Report’s top conferences for financial advisors in 2022, Fearless Investing Summit has sold out for the past five years.
“I could not be more proud of what our team has in store for 2023 Summit attendees,” said Craig Clark , Chief Marketing Officer at Riskalyze.
In addition, Summit attendees will have the opportunity to earn over 15 CFP continuing education credits.

Riskalyze Appoints Stephen Brandes as Chief Revenue Officer

Retrieved on:

Tuesday, April 11, 2023

Professional Services, Technology, Software, Asset Management, Fintech, Consulting, Personal Finance, Harvard Business School, Fearless, Yale University, Customer, Growth, Brandes, Senior, Online shopping, Management, Operation, Riskalyze, Child prodigy

Riskalyze , the industry-leading growth platform for wealth management firms, today announced the appointment of Stephen Brandes as Chief Revenue Officer.

Key Points:

Riskalyze , the industry-leading growth platform for wealth management firms, today announced the appointment of Stephen Brandes as Chief Revenue Officer.
Brandes joins Riskalyze from Wunderkind, a digital growth solution for retail e-commerce companies, where he was most recently Senior Vice President of Sales.
The leadership team now consists of Aaron Klein , Chief Executive Officer; Micaela Barraza , Senior Vice President of Operations; Justin Boatman , Chief Product Officer; Craig Clark , Chief Marketing Officer; Will Cureton , Chief Financial Officer; and Josh Gray , Chief Technology Officer.
Brandes succeeds Drew DiMarino, who led the revenue function at Riskalyze for the last four years, and is stepping down to pursue a “repeat” experience with an early-stage company, similar to what Riskalyze was when he first joined.

Riskalyze and Orion Release Enhanced Integration

Retrieved on:

Wednesday, March 29, 2023

Software, Data Analytics, Finance, Asset Management, Consulting, Professional Services, Technology, Fintech, Orion, Growth, CRM, Financial adviser, Riskalyze

“Thousands of joint clients leverage Orion to manage their asset platform and CRM, and a deeper integration into the Riskalyze growth platform makes it that much easier for them to grow their businesses,“ said Aaron Klein , CEO of Riskalyze.

Key Points:

“Thousands of joint clients leverage Orion to manage their asset platform and CRM, and a deeper integration into the Riskalyze growth platform makes it that much easier for them to grow their businesses,“ said Aaron Klein , CEO of Riskalyze.
“Today’s enhancements greatly improve the integration process and make Orion accounts feel native inside of Riskalyze.
“We’re delighted to deliver on this powerful integration enhancement allowing Orion and Riskalyze users to share data in the most seamless way,” said Brian McLaughlin , President of Orion Advisor Technology.
“Both Riskalyze and Orion strive to stay at the forefront of our respective solutions for advisory firms, and we’re committed to serving the thousands of mutual customers together.”
For more information about the Orion integration, go to riskalyze.com/orion .

Snappy Kraken’s Jolt! Conference Returns to Reinvigorate Financial Advisor Marketing

Retrieved on:

Tuesday, March 14, 2023

Snappy Kraken , a martech innovator working with financial services professionals, today announced the return of its conference, Jolt!

Key Points:

Snappy Kraken , a martech innovator working with financial services professionals, today announced the return of its conference, Jolt!
has already been named a “Best Conference For Scaling Marketing” by Kitces.com.
More than 500 attendees are expected to attend this year’s 26-session event, which is the only marketing-focused conference for financial advisors in the United States.
Attendees will have the opportunity to forge meaningful connections and tap some of the brightest marketing minds from inside and outside the financial industry.

Riskalyze Partners with Opto Investments to Expand Access to Private Market Investment Solutions

Retrieved on:

Tuesday, February 28, 2023

Professional Services, Technology, Software, Finance, Asset Management, Consulting, Personal Finance, UHNW, HNW, Partnership, RIAS, Entrepreneurship, Operation (mathematics), Financial services, Riskalyze

Riskalyze , the industry-leading growth platform for wealth management firms, today announced a strategic partnership with technology-enabled private markets solution Opto Investments (“Opto”).

Key Points:

Riskalyze , the industry-leading growth platform for wealth management firms, today announced a strategic partnership with technology-enabled private markets solution Opto Investments (“Opto”).
This partnership will enable registered investment advisors (RIAs) using the Riskalyze growth platform to access exclusive private market investment opportunities, empowering them to achieve better outcomes for their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
As a featured partner on Riskalyze’s model marketplace, Opto will offer access to private market investments spanning private credit, private equity, real estate, venture capital, and infrastructure.
In addition, Opto provides an array of relevant educational resources and strives to alleviate the compliance and operations burden typically associated with private market investments.

AE Wealth Management Rolls Out the Riskalyze Growth Platform to Over One Thousand Financial Advisors and Staff

Retrieved on:

Wednesday, January 11, 2023

Riskalyze , the industry-leading growth platform for wealth management firms, and AE Wealth Management , one of the top registered investment advisory (RIA) firms in America, announced the rollout of Riskalyze Elite to over one-thousand financial advisors and staff.

Key Points:

Riskalyze , the industry-leading growth platform for wealth management firms, and AE Wealth Management , one of the top registered investment advisory (RIA) firms in America, announced the rollout of Riskalyze Elite to over one-thousand financial advisors and staff.
The new agreement - announced at Advisors Excel’s World Series of Success annual conference - offers AE Wealth advisors a standard platform for acquiring new clients and engaging with them in a personalized way over time, increasing AUM retention and firm growth.
Riskalyze Elite includes powerful growth and analysis tools that serve as a firm-wide alignment platform to drive a consistent client experience across an advisor’s book of business.
“The culture of innovation, excellence and advisor service at AE Wealth Management & Advisors Excel is second to none,“ said Aaron Klein , CEO at Riskalyze.

Riskalyze and InvestorCOM Partner to Bring Rollover Compliance Workflows to Wealth Management Firms

Retrieved on:

Tuesday, December 20, 2022

Professional Services, Data Management, Security, Technology, Software, Finance, Fintech, DOL, Strategic partnership, Partnership, Growth, RIAS, Risk, Ministry of Labour, Nobel Prize, Research, Financial adviser, Riskalyze

Riskalyze , the industry-leading growth platform for wealth management firms — used by tens of thousands of financial advisors to help investors invest fearlessly in all market conditions — today announced a strategic partnership with leading compliance software firm InvestorCOM .

Key Points:

Riskalyze , the industry-leading growth platform for wealth management firms — used by tens of thousands of financial advisors to help investors invest fearlessly in all market conditions — today announced a strategic partnership with leading compliance software firm InvestorCOM .
The partnership will afford advisors access to industry-leading rollover compliance workflows that include analysis of proposed rollover transactions, plan fee lookups and documenting recommendations, freeing up time for valuable face-to-face meetings with clients.
“We believe that a streamlined compliance workflow can actually be a differentiator and growth driver for firms,” said Clifton Schaller, Managing Director of Strategic Partnerships at Riskalyze.
Since 1992, InvestorCOM has been providing regulatory compliance software and communications solutions to wealth managers, asset managers, and insurers.