Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals | Financial Buzz

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client accounts can now implement their portfolio decisions with just a click.

The deepening of the relationship between Riskalyze and enterprise firms around the country has been spurred on by the demand to provide a seamless trading experience for financial professionals with Riskalyze Trading, the end-to-end account monitoring and trading platform. Financial professionals leveraging Riskalyze Trading can focus their intellect and expertise on making great decisions, and advanced technology puts those decisions into place and helps keep accounts on track.

Connected Trading is Riskalyze Trading’s enhanced delivery solution that bypasses custodian trade files by routing trades electronically to the clearing platform and automating allocation of traded securities into client accounts. Connected Trading is now available with the Riskalyze Trading platform at RBC Clearing & Custody and Interactive Brokers.

“Riskalyze is the premier risk alignment platform and the new connected trading features make it even more powerful. As we think about the future of financial advice, we knew Riskalyze was a relationship we wanted for the long haul,” said Noel Stave, Chief Technology Officer, RBC Clearing & Custody. “Riskalyze was one of the founding partners for RBC BLACK, and we’re thrilled that our expanded relationship strengthens our technology toolset for the broker-dealers and RIA firms using the RBC Clearing & Custody platform. Riskalyze’s new trading functionality and automated trade delivery to RBC, made this the perfect time to make this great solution available to our firms.”

“Being able to benchmark, measure, document, and analyze risk is a key part of the puzzle for how today’s financial professionals show their value to investors, but advisors also want to make the implementation of their decisions easier and more effective,” said Aaron Klein, Chief Executive Officer at Riskalyze. “As we’ve worked with these institutions for many years, it was important to us that we were able to deepen our partnership by providing all of their financial professionals with best-in-class Connected Trading technology. Standardizing the risk analysis and trading tools for all financial professionals enables better advice and more trusting client relationships.”

The Apex workflow offers trade automation for advisors and eliminates the need for manual account allocations.

“We’re always looking for new ways to enhance our clients’ experience and this partnership does just that. With the wide range of tools available through our integration with Riskalyze, from risk scoring to portfolio management, our clients can now efficiently manage individual customer accounts in a one-stop-shop,” said Dustin Kirkland, Chief Product Officer, Apex Fintech Solutions. “We’re thrilled to partner with Riskalyze as we continue to strengthen our wealth management offering by creating opportunities for firms across the country to leverage and scale their businesses.”

Riskalyze Trading automates the trading process for financial professionals and empowers them with the information they need to quickly make the right decisions at the right time when managing client accounts. Key differentiators within the Riskalyze Trading toolset include:

  • Rebalancing built upon the Risk Number ™ to reduce extraneous trades and track accounts to the targets that matter
  • The Partner Store provides one-click access to leading asset managers such as First Trust, Fidelity, BlackRock, Invesco, Charles Schwab, WisdomTree, and more
  • Sophisticated model management empowers scale via homegrown or re-branded models, subscriptions via the Partner Store, and freedom to lock holdings and trade around models with diverse account target methods
  • Intelligent Tax Optimization improves tax alpha on every trade decision by running advanced calculations on tax lots
  • Automated Tax Loss Harvesting scans each client account every night to identify harvesting opportunities, and manages switchbacks after the wash sale window ends
  • A trade dashboard as intuitive as an email inbox allows approval of trades for delivery or snoozing to a later date
  • The investment analytics Riskalyze is known for help advisors make the right decisions and communicate them to clients

Financial professionals who are interested in learning more about how Riskalyze Trading simplifies their investment management process and increases efficiency in their practice are invited to visit riskalyze.com/trading.

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.


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Jason Lahita



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