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Riskalyze Announces Home Office Intel Tool And Overhauls SoftwareRiskalyze Announces Home Office Intel Tool And Overhauls Software

Riskalyze went forward with its live, hybrid conference, debuting a new home office tool and improved software functionality.

Samuel Steinberger, Senior Technology Editor

October 1, 2021

1 Min Read
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Riskalyze wrapped up its 2021 Fearless Investing Summit on Friday in Palm Springs, Calif., a three-day event for approximately 800 in-person attendees and almost 2,000 viewing the event remotely. Among the bevy of speakers and training sessions, Riskalyze CEO Aaron Klein announced enhancements to speed up data processing within the firm’s software, as well as a business intelligence tool called Command Center.

Designed for home offices, Command Center includes a feature called an “Alignment Dashboard,” that blurs the lines between a compliance oversight tool and a means for managing Riskalyze users. “Command Center is home base,” said Klein. “It’s home-base for enterprise firms who are leveraging Riskalyze technology with their advisors.” 

Centered around Regulation Best Interest standards, the tool helps firms sort through their accounts and pinpoint clients with mismatched risk objectives, he added. It also helps large firms manage user access. “Our enterprise firms can more quickly provision, manage and suspend Riskalyze within their firm,” he explained. 

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A screenshot of the P6 vs. P7 versions of the Riskalyze Command Center, showing the faster speed of P7.

Klein also brought two of his engineers on stage to demo a software overhaul that will speed up data processing within Riskalyze. Called P7, the latest version of Riskalyze proved to be significantly faster in the live demonstration.

Command Center will be generally available in 2022 and P7 is being gradually deployed across all Riskalyze users.

About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger