FORT MADISON – MidWestOne Investment Services announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower informed investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
“We gain trust with our clients by using Riskalyze to make sure that their portfolio represents their comfort level, not ours.” says Jason Strandberg, LPL Financial Advisor at MidWestOne Investment Services.
“MidWestOne Investment Services has ushered in a new era of predictability and reliability for their clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like MidWestOne Investment Services, who are committed to investing in the success of their clients by empowering informed investing.”
About MidWestOne Investment Services
At MidWestOne Investment Services, we are dedicated to helping clients make sound financial decisions without excess emotion. One of the many ways we do this, is by specializing in retirement plan construction. Simply put, we utilize resources to help clients sort through the noise and clutter to work toward building a strong financial foundation. To learn more, visit www.MidWestOneInvestmentServices.com.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.