Cetera Adds Riskalyze Solutions Companywide

Cetera financial professionals will have the option to upgrade to Riskalyze’s premium products at a discounted, network-exclusive rate, the companies said, noting they’re “aligned in their belief that risk management for investors, and business risk for financial professionals, represent two of the profession’s greatest challenges year after year.” The new strategic alliance will address both, they said.

“When examining the landscape of risk tools, it was important to be able to capture a holistic view of risk, drive enterprise value for our community and align with a leader in our industry willing to build upon a solution within Cetera’s technology ecosystem,” according to Adam Antoniades, Cetera CEO.

“We’re aiming to set the standard and progress our offering alongside Riskalyze and envision facilitating better outcomes for investors, Cetera and our profession,” he said. “Riskalyze harnesses the benefits of risk management at the investor level in a unique way that’s constructive to the sales process, and through the entire client life-cycle.”

“After a thorough vetting and due diligence process,” Cetera selected Riskalyze for its ability to centralize and standardize client risk measurement throughout the Cetera ecosystem, the companies said.