-

Boston Private Adopts Riskalyze Elite Firmwide

The Barron’s Top 100 firm chooses Riskalyze for its state-of-the-art methodology and coverage

AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, and Boston Private Wealth LLC (“Boston Private”) today announced an enterprise agreement to deliver industry-leading risk alignment and portfolio analytics to all advisors across the organization.

Boston Private is a Barron’s Top 100 firm and provider of integrated wealth management, trust, and banking services. The firm’s wealth advisors deliver comprehensive advice and custom solutions to help clients achieve their unique financial objectives. The Riskalyze platform will arm Boston Private advisors with robust and objective portfolio analysis and risk alignment.

"We’re thrilled to partner with Boston Private and the incredible advisors that represent their sterling brand," said Drew DiMarino, Chief Growth Officer at Riskalyze. "Boston Private has earned its reputation across the profession, and we're proud that they’ve put their trust in Riskalyze Elite."

In addition to risk tolerance assessments and portfolio alignment tools, Boston Private advisors will be equipped with the sophisticated analytics and research tools Riskalyze has become known for.

Riskalyze Elite includes:

  • Detailed Portfolio Stats
  • Individual Security Analysis
  • Enhanced ways to engage with clients

Boston Private will implement the Riskalyze suite along with other platform enhancements in early 2021.

"We’re pleased to equip our advisors with powerful technology that integrates into their existing systems and workflow," said Shannon Saccocia, Chief Investment Officer at Boston Private. "Riskalyze’s extensive coverage of securities and ability to deeply analyze the most complex of portfolios give our advisors valuable insights to ensure clients’ portfolios are tailored to their true risk tolerance."

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com.

About Boston Private

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses, and nonprofits.

For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm provides the capabilities of larger institutions with the superior service of a boutique to clients across the United States.

Boston Private is the corporate brand of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH). For more information, visit https://www.bostonprivate.com/.

Contacts

Jason Lahita
StreetCred PR
jason@streetcredpr.com
973-460-7837

Riskalyze


Release Summary
Boston Private chooses Riskalyze for its state-of-the-art methodology and coverage.
Release Versions

Contacts

Jason Lahita
StreetCred PR
jason@streetcredpr.com
973-460-7837

Social Media Profiles
More News From Riskalyze

Nitrogen’s Engagement Platform to Power Client Experience for Sherman Portfolios

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the deployment of its platform to Sherman Portfolios, a leading registered investment advisor (“RIA”). Through this partnership, Nitrogen will integrate Sherman Portfolios’ investment strategies into its platform, offering Nitrogen's advisors a broader array of options for client portfolio construction. At the same time, Sherman Portfolios’ advi...

Nitrogen Unveils Groundbreaking ‘Won with Nitrogen™ Metric’ Alongside a Suite of Enhancements to Transform Firm Efficiency

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced significant updates across its suite of products, including Command Center, along with an extensive suite of enterprise tools designed to supercharge wealth management firms. As part of its latest updates, Nitrogen is leveling up its enterprise tools, now reintegrated and consolidated under Command Center. These powerful dashboards and firm cont...

Nitrogen to Supercharge RFG’s Advisor Growth, Client Satisfaction and Retention

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced that RFG Advisory (‘RFG’), a fast-growing platform for innovative and entrepreneurial independent advisors, has deployed Nitrogen as its enterprise growth and client engagement platform. Nitrogen is the latest addition to RFG’s technology stack, which was thoughtfully assembled to provide growth-minded advisors with a comprehensive suite of best...
Back to Newsroom