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Riskalyze Integrates With AdvyzonRiskalyze Integrates With Advyzon

Riskalyze and Advyzon partnered to bring single sign-on functionality for advisors.

Samuel Steinberger, Senior Technology Editor

January 24, 2019

1 Min Read
Riskalyze CEO Aaron Klein
Riskalyze CEO Aaron Klein

Advisors using Advyzon's CRM will now be able to view their clients' Riskalyze indicators, according to an announcement made by the cloud-based advisor technology platform. The single sign-on access allows for easy navigation between the two platforms, said the company.

"Advisors will be able to see client Risk Numbers at a glance while they are using the Advyzon platform and keep risk at the center of those conversations to make sure clients stay on the right track," said Riskalyze CEO Aaron Klein. The integration is available to all advisors using Advyzon who also use Riskalyze.

This is one of the latest tech improvements by Riskalyze. It launched a mobile app last fall that is being rolled out for iOS and Android users. The company also built a quantitative metric to provide advisors with a new way of measuring the efficiency of return per unit of risk, called GPA.

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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