CAPTRUST Rolls Out Availability of Premier Risk Alignment and Portfolio Analytics Tools from Riskalyze
AUBURN, Calif.--(BUSINESS WIRE)--Sep 9, 2021--
Riskalyze today announced that CAPTRUST Financial Advisors (CAPTRUST), a national independent registered investment advisor (RIA), is now offering its extensive and growing wealth management team access to Riskalyze. This includes Riskalyze’s well-known Risk Number ®, which powers the world’s first Risk Alignment Platform and was built on top of the academic framework that won the Nobel Prize for Economics in 2002.
With over 60 locations across the country, CAPTRUST has $60 billion in assets under management (AUM) and more than $600 billion in assets under advisement (AUA) between the individuals, families, retirement plan sponsors, endowments, and foundations that it works with.
“As we continue to execute on our growth objectives, it’s important that we build on that success by keeping the client experience front and center. And to that end, our wealth managers across the firm, as well as our clients, deserve the best risk management tools,” said Nick DeCenso, CAPTRUST’s Director of Wealth Planning and Investments. “It’s a key part of our clients’ financial success that we assess their risk tolerance properly and Riskalyze will bolster our efforts to do that.”
Riskalyze has also been expanding the usage of its risk alignment and portfolio analytics technology at a record pace this year. In the first nine months of this year, Riskalyze has added more than 10,000 financial advisors representing tens of billions of dollars in AUM to its platform.
“CAPTRUST is a case study in innovative growth of a RIA firm in the right way, and they’ve done a tremendous job of equipping their team and clients with the best technology to continue their rapid growth,” said Aaron Klein, Chief Executive Officer at Riskalyze. “We look forward to partnering with this groundbreaking firm in equipping their advisors with the tools to help their clients around the country invest fearlessly.”
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 www.riskalyze.com.
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StreetCred PRAllie Zendrian
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES TECHNOLOGY OTHER PROFESSIONAL SERVICES OTHER TECHNOLOGY FINANCE SOFTWARE
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PUB: 09/09/2021 12:08 PM/DISC: 09/09/2021 12:08 PM