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Wealthies Circle Podcast: Managing Financial Risk with Riskalyze

In this episode, David Armstrong, executive director of content at
WealthManagement.com, speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron introduces the firm’s digital technology designed to help financial advisors and their clients manage risk.
Riskalyze CEO Aaron Klein
In this episode, you’ll learn:
How Riskalyze’s Life Alignment software, portfolio analytics and investment research help advisors and their clients manage risk;
About the firm’s spreadsheet that promises to efficiently keep up with custodial workflow;
Riskalyze’s advisor questionnaire approach for client risk assessment calculation;
Aaron’s take on Riskalyze’s Market Volatility Tool Kit as volatility and pandemic-relief tool; ....

Aaron Klein , David Armstrong , Life Alignment , Volatility Resource Kit , ஆரோன் க்ளீன் , டேவிட் ஆம்ஸ்ட்ராங் , வாழ்க்கை சீரமைப்பு ,