Voyage Retirement Solutions 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 each investor.
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.
“Riskalyze is a revolutionary technology our office uses to design tailor made portfolios, suited to our clients Risk vs Reward tolerance and expectations,” says founder Daniel Rey. “The traditionally used categories of conservative, moderate or aggressive are relative, confusing and becoming somewhat antiquated. Investors are surprised what kind of risks they are willing to take when considering their portfolios in real dollars. How much can your investments lose or gain over the next six months? Taking a quantitative snap shot of our clients current allocation allows us to compare the portfolios’ risk to our clients actual risk number and make adjustments where needed. We are excited to leverage modern technology, such as Riskalyze which allow us to better educate, inform and serve our clientele.”
“Voyage Retirement Solutions has ushered in a new era 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 Voyage Retirement Solutions, who are committed to investing in the success of their clients by empowering their investing.”
About Voyage Retirement Solutions
At Voyage Retirement Solutions, we believe our industry has a problem. Too often clients are being serviced with a “cookie cutter, one size fits all” method. We believe each individual’s financial needs are different and should be treated as such. Because of this, we have chosen to be an independent firm, providing a level of excellent service to our clientele. Interactions with clients should not be transactional, but should be a journey that instills confidence while being guided by integrity. Our team at Voyage, on a daily basis, strives to accomplish this! We service individual, families, and public servant’s retirement needs. We offer retirement consultation and tax planning services. Securities offered through GWN SECURITIES, INC. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.
Company Name: Voyage Retirement Solutions
Contact Person: Daniel Rey
Country: United States