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Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of the Risk Number, which drives the world’s first Risk Alignment Platform, fosters connected trading with Autopilot, enhances client profiling with the Next Gen Risk Assessment, and strengthens portfolio analytics with all new Detailed Portfolio Stats. Advisors, broker-dealers, RIAs, asset managers, custodians, and clearing firms all use Riskalyze to empower the world to invest fearlessly.

Matt Pistone

CTO

Award Category
Technology Providers: Chief Technology Officer of the Year
NOMINEE
Matt Pistone, CTO at Riskalyze

In the past 18 months, Matt has overseen the launch of Riskalyze’s all-new Detailed Portfolio Stats, Individual Security Analysis, Next Generation Risk Assessment, and Autopilot Connected Trading Platform. Matt has collaborated with academic leaders nationwide to integrate Riskalyze’s research into their curriculum, and he works closely with universities to hire new graduates. Matt has single-handedly launched dozens of technical careers. He has become known for leading internal events that sharpen the next generation of fintech leaders, from hackathons, to social events and a growing phenomenon called BYLATANS (Bring Your Lunch and Talk about Nerd Stuff)!

Aaron Klein

CEO

Award Category
Technology Providers: Innovation Platforms
Technology Providers: Rebalancing
Initiative
Connected Trading
Connected Trading ushers in an end-to-end trading automation platform for advisors, eliminating the need for spreadsheets, file uploads, and manual account allocations at each custodian. Executing trades within a custodian’s order management system is labor-intensive and confusing; manual tasks of importing trade files, checking tens or hundreds of boxes to create block trades, and babysitting orders in preparation for submitting allocations should be done automatically. With Connected Trading, advisors can handle accounts with efficiency, fairness, and spend more of their time on valuable tasks like behavioral coaching.

Aaron Klein

CEO

Award Category
Technology Providers: Risk Tolerance/Client Profiling
Initiative
Next Generation Risk Assessment
Riskalyze has reinvented the risk tolerance assessment *again.* Riskalyze’s Next Generation Risk Assessment successfully combines the rigorous methodology of the detailed legacy questionnaire with the elegant directness of the simple legacy questionnaire, resulting in a highly-approachable assessment that accurately pinpoints a client’s risk tolerance. With thousands of hours invested in research, prototyping, advisor focus groups, and field testing with clients, the Next Generation Risk Assessment leverages a Nobel Prize-winning framework to quantify risk using real dollar amounts while also learning more about their client’s psychology towards the markets and their own financial future.

Aaron Klein

CEO

Award Category
Technology Providers: Thought Leadership
Initiative
Volatility Resource Kits for Advisors
Riskalyze launched an interactive advisor marketing resource kit in the Fall of 2019 and packed it with tools and templates to help advisors better tell the story of volatility and investment risk to their clients. With customizable tools like a client-facing video builder, brochures, posters, press releases, slideshows, social media image generators, and best-practice guides, the kit helps advisors illustrate risk to clients.  Little did we know that these resources would come together at the *perfect* time.  When COVID-19 hit, Riskalyze’s teams sprung into action to supplement these new resources with free research and training packages relevant to 2020.   We couldn’t be more proud of the thousands of advisors who used Riskalyze’s thought leadership material to champion logic, reason, and data to drive client decision-making.
Resources
CASE STUDY
The Auditor and the Referral

A story about an unexpected connection

CASE STUDY
Risk Done Right
How one longtime fiduciary finally found a tool that lives up to his standard of investment risk analysis
WHITE PAPER
Using Risk to Manage Client Expectations
How to Gain ROI by talking about risk instead of returns