Subscribe

Riskalyze, Altruist integrate platforms

integrate

Advisers now have access to risk assessment and portfolio analytic tools.

Riskalyze, an Auburn, California-based fintech that provides risk assessment and portfolio analytics, and Altruist, a Venice, California-based provider of a digital custodial solution for RIAs, announced they will integrate their platforms, starting in November.

InvestmentNews wants to hear from you! Please take a minute to complete this form, so we can better understand and serve our readers.

"*" indicates required fields


Advisers using the Altruist platform can open accounts online, build custom model portfolios, trade fractional shares commission-free and rebalance automatically in one place. Riskalyze provides advisers with risk management and portfolio analytics tools.

Just getting a designation isn’t enough

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print