Topeka, Kansas, May 23, 2016 — Advisors Excel, a national firm providing a wide spectrum of services and support to independent financial professionals, has announced a partnership with Riskalyze, an online platform that offers financial advisers the ability to capture and analyze a quantitative measurement of client risk tolerance. This partnership with Riskalyze will help support the launch of Advisors Excel’s newest division, AE Wealth Management, an SEC registered investment adviser firm.
AE Wealth Management is an extension of the traditional AE service model. Focused on delivering a holistic and integrated platform where annuities, life insurance and securities are supported for the advisor on one comprehensive platform, AE Wealth Management will help Advisors Excel deliver an all-inclusive experience for clients.
“Riskalyze is a great addition to our new wealth management division,” said Cody Foster, co-founder of Advisors Excel. “With their ability to help construct financial portfolios and return expectations using risk rather than average return, our advisors will be able to more accurately analyze true risk for their clients and ultimately better meet client expectations.”
Riskalyze empowers advisors to capture a precise, quantitative measurement of client risk tolerance that can be used to both identify an appropriate investment strategy and manage expectations.
“Our mission as a company is to turn fearful investors into fearless investors by giving advisors every conceivable advantage to pinpoint and control short term risk-driven decisions,” said Aaron Klein, CEO at Riskalyze. “While other firms are laughably trying to replace the power of human advice with a two-dimensional robot, what I love about Advisors Excel is how they’re doubling down on empowering thousands of human advisors to make a difference for investors. We’re excited to help deliver technology to drive their scale and success.”
For more information about how Riskalyze and Advisors Excel will partner to help advisors in the digital age, please contact firstname.lastname@example.org.