February 25, 2021


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Cetera and Riskalyze Type Strategic Alliance to Develop Very best in Class Possibility Management Ecosystem for Economic Gurus

4 min read

Cetera and Riskalyze Kind Strategic Alliance to Generate Ideal in Class Hazard Management Ecosystem for Monetary Pros

Riskalyze, the company that serves tens of countless numbers of economical advisors with possibility alignment and portfolio analytics, and Cetera, a primary fiscal assistance company, these days introduced a new business arrangement aimed at standardizing hazard management throughout Cetera’s network of companies to established a new bar for measuring risk and participating purchasers.

The two companies are aligned in their belief that threat management for investors and business enterprise risk for money experts represent two of the profession’s biggest difficulties year following 12 months. The strategic alliance of these two sector leaders will address both of those.

“Cetera is at the forefront of assistance-centric innovation in the prosperity administration space and possibility administration is a key part and benefit-driver within a wealth featuring,” mentioned Aaron Klein, Main Govt Officer at Riskalyze. “They weren’t seeking to add a vendor…they want to develop a uniquely detailed and reliable strategy for their fiscal specialists to benchmark, evaluate, document and review chance for buyers. We are honored to be their ally in offering these new capabilities.”

At the onset of 2021, Cetera will make Riskalyze’s danger alignment and portfolio analytics solutions offered to its complete community as a reward of affiliation and no extra price to its fiscal experts via AdviceWorks™. The toolset will empower economical gurus to set anticipations with clients and document their fiduciary care, although adding a layer of company price defense for their observe. It makes an possibility across the complete client lifecycle, from gross sales to advancement and servicing current purchasers. Cetera economic experts will have the solution to update to Riskalyze’s high quality merchandise at a discounted, community-special amount.

“When analyzing the landscape of threat equipment, it was crucial to be able to capture a holistic look at of danger, travel organization value for our community and align with a chief in our industry keen to build upon a resolution in Cetera’s know-how ecosystem,” explained Adam Antoniades, Main Executive Officer at Cetera. “We’re aiming to set the normal and progress our giving along with Riskalyze and imagine facilitating greater results for investors, Cetera and our job. Riskalyze harnesses the added benefits of risk management at the trader degree in a one of a kind way that’s constructive to the income process, and through the overall client everyday living-cycle.”

After a thorough vetting and because of diligence course of action, Cetera chose Riskalyze for its capability to centralize and standardize client possibility measurement throughout the Cetera ecosystem. With Riskalyze, shoppers receive the equal of a straightforward and steady snapshot of their financial commitment portfolio notably as it relates to their personalized risk profile. Financial pros get a established business development instrument that crystalizes their worth to clients, whilst creating and stabilizing business price for on their own, aligning the passions of all stakeholders.

About Riskalyze

Riskalyze is the business that invented the Chance Number®, which powers the world’s first Chance Alignment Platform and was created on top rated of a Nobel Prize-profitable tutorial framework. Advisors, broker-sellers, RIAs and asset managers use the Riskalyze platform to build alignment between clientele and portfolios, leverage innovative analytics to increase the high quality of their information, automate investing and customer account administration, and entry entire world-course models and exploration in the Riskalyze Spouse Shop — all with the mission of empowering the planet to invest fearlessly. To study extra, stop by www.riskalyze.com.

About Cetera

Cetera Fiscal Group (Cetera) is a primary economic advice company. It empowers the shipping of an Suggestions-Centric Experience® to folks, people and organizations across the region through independent financial advisors as nicely as reliable tax gurus and financial institutions and credit score unions. It’s headquartered at 200 N. Pacific Coastline Freeway, Suite 1200 El Segundo, CA 90245-5670.

Thorough expert services incorporate: wealth administration remedies, retirement prepare solutions, advisory companies, apply management support, impressive technologies, internet marketing steering, regulatory guidance, and industry research.

“Cetera Economical Team” refers to the network of independent retail corporations encompassing, between other individuals, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Expenditure Companies LLC (marketed as Cetera Economical Institutions or Cetera Investors), Cetera Money Specialists LLC, and Very first Allied Securities, Inc. All companies are customers FINRA / SIPC.

Individuals affiliated with Cetera firms are possibly Registered Associates who give only brokerage services and obtain transaction-based payment (commissions), Expenditure Adviser Reps who give only investment decision advisory providers and obtain fees centered on assets, or the two Registered Reps and Financial investment Adviser Associates, who can supply equally varieties of companies.

Jason Lahita

StreetCred PR

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Adriana Senior

Cetera Fiscal Team


[email protected]

Sean Mogle

Finn Associates

[email protected]

Watch source variation on businesswire.com: https://www.businesswire.com/news/house/20210119005257/en/

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