Finance & Investing

Riskalyze Review: March 2021

At Riskalyze we know we’re only as good as the incredible advisors we serve, and we’re proud to offer a host of educational opportunities to help your business thrive.

 

Riskalyze + Redtail Next-Gen Integration Launch | March 16th
Join Redtail CEO Brian McLaughlin and Riskalyze CEO Aaron Klein as they discuss brand new enhancements to the Riskalyze/Redtail product integration. See firsthand why thousands of advisors are using this powerful integration to reduce redundant data entry and back-office tasks, increase their productivity, document their fiduciary standard of client care, and so much more! Attendees will also be eligible to receive a no-cost trial of Riskalyze and/or Redtail.

 

The Riskalyze Partner Store | March 25th
Join us to learn more about Riskalyze’s award-winning model marketplace, the Partner Store. It’s your one-stop collection of world class models, available inside your Riskalyze account. We’ll discuss topics like what the Partner Store is, who it’s for, recent updates, and how to leverage its models to construct your proposals and scale your practice.

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