Riskalyze
@Riskalyze
Show your prospects they're invested wrong. Prove to your clients they're invested right. “Best Client Facing Technology” —Morningstar Advisor
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Clients can't decide if they want to "beat the market" or "minimize risk?" Learn how advisors are changing that: https://riskalyze.com/?action=guidedtour&utm_campaign=twitter&utm_source=beatexp …
9:10 AM - 16 May 2014 · Details12 retweets 8 likes
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Riskalyze Retweeted WealthManagement.com
Proud of our CEO
@AaronKlein for being named "Most Influential Person in Wealth Management" by#WMM16 voters!https://twitter.com/wealth_mgmt/status/717080586502803457 …Riskalyze added,
WealthManagement.com @wealth_mgmt#NOVAvsUNC is tonight, but we have a winner in#WMM16. Congrats to@AaronKlein@Riskalyze, our 2016 champion! pic.twitter.com/Ssw9exXDkh2 retweets 5 likes -
We’ve partnered up w/
@trustcoamerica to deliver seamless asset management tech to advisors: http://blog.riskalyze.com/post/142465712136/riskalyze-integrates-with-trust-company-of-america …pic.twitter.com/lOyyMcHUoy
11:53 AM - 8 Apr 2016 · Details2 retweets 4 likes -
#DOL's final fiduciary rule is a "landmark achievement." –@AaronKlein in@PrivateAssetMgt http://www.pammagazine.com/fiduciary-rule-roll-out-reaction-and-analysis …0 retweets 1 like -
Our DOL team has all 1000+ pages of the rule spread out for deep analysis.
#ReadyToHelpOurCustomerspic.twitter.com/GVUoerLxsu
1:31 PM - 7 Apr 2016 · Details5 retweets 12 likes -
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"Firms that are proactive with technology systems will take advantage of these opportunities." –
@Marcel_Weiland#DOLhttp://insurancenewsnet.com/conference-post/analyst-dol-represents-opportunity …8:30 AM - 7 Apr 2016 · Details1 retweet 6 likes
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"We'll leverage the Risk Number® to show that advisors are acting in a client's best interests." -
@AaronKlein#DOLhttps://medium.com/@aaronklein/a-few-quick-thoughts-on-the-dol-rule-1a3a1becea01#.n8f26o4k6 …1:30 PM - 6 Apr 2016 · Details3 retweets 5 likes
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"The future is fiduciary advice in the best interests of clients..." -
@AaronKlein#DOLhttps://medium.com/@aaronklein/a-few-quick-thoughts-on-the-dol-rule-1a3a1becea01#.n8f26o4k6 …10:25 AM - 6 Apr 2016 · Details1 retweet 6 likes
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Dan Borstein Retweeted Riskalyze
@Riskalyze helping our clients to see things clearly.https://twitter.com/Riskalyze/status/717390849483481089 …Dan Borstein added,
Riskalyze @RiskalyzeWhy six months? Riskalyze unpacks how short-term decisions drive long-term goals: http://blog.riskalyze.com/post/142298708275/why-six-months-making-good-short-term-decisions …3 retweets 4 likes -
Why six months? Riskalyze unpacks how short-term decisions drive long-term goals: http://blog.riskalyze.com/post/142298708275/why-six-months-making-good-short-term-decisions …
2 retweets 3 likes -
#NOVA wins the NCAA Championship! (as predicted by 18% of our April Fools product users). http://finalfour.riskalyze.com#RiskalyzeMadness1 retweet 3 likes -
Fun fact: 23% of our April Fools product users predicted tonight’s
#NOVAvsUNC matchup. http://finalfour.riskalyze.com#RiskalyzeMadness0 retweets 2 likes -
Aaron Klein Retweeted WealthManagement.com
Wow...close race with a rockstar competitor. An incredible honor. Thanks
@wealth_mgmt and hat tip to@KateHealy_TDA!https://twitter.com/wealth_mgmt/status/717080586502803457 …Aaron Klein added,
WealthManagement.com @wealth_mgmt#NOVAvsUNC is tonight, but we have a winner in#WMM16. Congrats to@AaronKlein@Riskalyze, our 2016 champion! pic.twitter.com/Ssw9exXDkh7 retweets 13 likes -
Riskalyze Retweeted TD Ameritrade News
Win or lose, two great leaders at two great firms made it to the championship! Vote now.
#wmm16@wealth_mgmthttps://twitter.com/TDAmeritradePR/status/716982962949111809 …Riskalyze added,
TD Ameritrade News @TDAmeritradePRThis is it! Cast your vote for the#wmm16 most influential by 4pm ET today! Good luck@katehealy_TDA &@aaronklein: http://tinyurl.com/gvtp8bl1 retweet 5 likes -
Breaking:
@Riskalyze to bring it's vaunted Risk Number to sports, launches#MarchMadness beta: http://finalfour.riskalyze.com/ Game on.@AaronKlein4 retweets 9 likes -
A message from our CEO
@AaronKlein:#RiskalyzeMadness https://twitter.com/Riskalyze/status/715918066761080832 …pic.twitter.com/gNR2ZvsWB7
8:18 AM - 1 Apr 2016 · Details6 retweets 7 likes -
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@Riskalyze product announcement: The#FinalFour Risk Alignment Platform. http://finalfour.riskalyze.com#RiskalyzeMadnesspic.twitter.com/ZI3doVwmSP
8:05 AM - 1 Apr 2016 · Details12 retweets 8 likes -
32 contestants down to 2! Our CEO
@AaronKlein is honored to be in the#WMM16 championship w/@KateHealy_TDA. Vote now:http://wealthmanagement.com/wealth-management-madness-2016-0 …2 retweets 6 likes -
From a new advisor today: "I captured a $280,000 IRA by using Riskalyze on the very first client that I took through the process!"
1 retweet 10 likes -
Our CEO
@AaronKlein made it into the#FinalFour! Vote now to rep Riskalyze into the#WMM16 Championship: http://wealthmanagement.com/wealth-management-madness-2016-0 …0 retweets 4 likes -
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The Riskalyze Report: Advisors add stocks, redeem from value managershttp://dlvr.it/KvpPpY
1:16 PM - 28 Mar 2016 · Details5 retweets 3 likes
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Riskalyze
Aaron Klein
Dan Borstein
Jason Lahita
Downtown Josh Brown