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Portfolio > Portfolio Construction

Shareholders Service Group Adds Riskalyze for Its RIA Clients

By Michael S. Fischer

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Shareholders Service Group, which provides services for independent registered investment advisors, has entered a strategic partnership with Riskalyze, the firm announced Monday.

Riskalyze in 2014 introduced the Risk Number against which it enables advisors to analyze a client’s or a prospect’s current portfolio and customize an investment portfolio to match.

Last summer, it rolled out Autopilot, an automated account platform.

SSG said the new partnership will give its independent RIA clients access to Autopilot, as well as to Riskalyze Pro and Premier at deeply discounted prices.

“Independent RIAs working with SSG look to us to provide them with tools, technology and services they need to meet and ultimately exceed their clients’ expectations,” SSG’s president, Dan Skiles, said in a statement. (Skiles is a regular ThinkAdvisor contributor.)

“Our new agreement with Riskalyze aligns perfectly with this objective, and we are excited to work together on serving these great independent RIAs.”

Riskalyze’s CEO, Aaron Klein, said he was eager “to see how SSG will use the Risk Number to facilitate alignment between clients and their portfolios, make and implement decisions and keep accounts on track with Autopilot.”

— Check out 10 ‘Must Do’ Practices for Tax Time on ThinkAdvisor.

Michael S. Fischer

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