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ASSET MAP + RISKALYZE: PARTNERSHIP WEBINAR

REGISTER

ON-DEMAND WEBINAR

 

What are the secrets to conducting impactful advisory conversations from your home or in-person? In this webinar, Shane Hall (Financial Planner at Shane Hall Financial) and leaders from Asset-Map and Riskalyze are going to share:              

  • Strategies for using Asset-Map and Riskalyze to boost client engagement in the current environment
  • How to set up a visual representation of client assets with Asset-Map and overlay information from Riskalyze through the free integration
  • Ways to position your tech stack to increase efficiencies and cut down on duplicative processes
We look forward to seeing you soon!

 

register now

"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA

"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"

- YO, ADVISOR IN CALIFORNIA

"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"

- DAVID, ADVISOR IN CALIFORNIA