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New Parents

How to Generate Tax Alpha with Riskalyze [Video]

From Intelligent Tax Optimization to Automated Tax Loss Harvesting, see how Riskalyze Trading can help you become your client’s tax super hero.https://www.riskalyze.com/usecases

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New Parents

Riskalyze Fintech Report Card: February 2021 [Video]

Join Riskalyze CEO Aaron Klein on this month’s edition of the Fintech Report card as we discuss Visa’s failed acquisition of Plaid, eMoney’s latest product, Orion’s latest project, a three way merger involving InvestCloud, and see what Jud Mackrill and Oleg Tiskevich have coming up with MileMarker and Invent.us.

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New Parents

Riskalyze Fintech Report Card: August 2021 [Video]

Join Riskalyze CEO Aaron Klein for the August 2021 edition of the WealthManagement.com Fintech Report Card. This month, Aaron covers Wealthfront and crypto, new raises by Onramp and Vestwell, Jud and Kim Mackrill’s new Mammoth venture, Snappy Kraken’s “Convos” feature to facilitate advisor text messages, InvestCloud bringing NaviPlan into the fold, and Knudge adding behavioral finance expert Dr. Moira Somers to the team.

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New Parents

How to Ace an Audit with Riskalyze [Video]

You know you’re acting in your clients’ best interests, but how do you prove it quantitatively?https://www.riskalyze.com/usecases

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New Parents

Riskalyze Fintech Report Card: July 2021 [Video]

Join Riskalyze CEO Aaron Klein for the July 2021 edition of the WealthManagement.com Fintech Report Card. This month, Aaron looks at the SEC’s probe Schwab’s robo advisor, AssetMark’s acquisition of Voyant, a new user experience for CircleBlack, Envestnet’s technology roadmap, Robinhood’s record FINRA fine, JPMorgan’s acquisition of OpenInvest, a new executive at Intelliflo, and what Broadridge’s acquisition of AdvisorStream means for advisor marketing.

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New Parents

Riskalyze Fintech Report Card: June 2021 [Video]

Join Riskalyze CEO Aaron Klein on this month’s edition of the WealthManagement.com Fintech Report Card. Today, Aaron discusses Principal shutting down RobustWealth, the launch of Onramp Invest by Tyrone Ross, Docupace’s Jaccomo move by David Knoch, the SkienceOne launch, MassMutual’s Commonwealth Advisor360 platform, moves by TradePMR, Apex’s instant trade settlements, and Jason Wenk’s big series B for Altruist led by Vanguard.