Securities America Launches Strategic Partnership with Riskalyze
The Riskalyze process completes a client analysis with a quantitative result that is assigned to a risk tolerance category. The information gathered and scored is used in conjunction with other relative information such as age, income needs and tax considerations to meet each client's individualized needs. The program is designed as a client-facing utility but can also be presented as a dialogue between advisors and clients.
"Providing opportunities based on protecting all parties involved can enhance the advisor-client relationship," said Paul Lofties, senior vice president of wealth management and product strategy at Securities America. "Risk analysis is another way to connect with clients to understand their comfort level and present the right products and services for their personal goals."
There is also a CRM connector for advisors using Redtail. The partnership will also provide Securities America advisors access to upgrade their access at a special rate. Additional available features include the ability to analyze a client or prospect's current portfolio, compare it against their risk score, and build a custom investment portfolio to match each unique Risk Number.
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 1,800 independent advisors and $50 billion in client assets.