AUBURN, Calif., Aug. 27, 2020 /PRNewswire/ — Riskalyze immediately introduced its enterprise settlement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered funding adviser serving practically 360,000 traders who symbolize greater than $41 billion in property. The settlement will present greater than 1,000 Lincoln advisors with entry to Riskalyze’s threat evaluation expertise throughout totally different enterprise channels.
At present, Lincoln’s advisors work with options comparable to eMoney and Albridge. Along with the Riskalyze platform, the Lincoln expertise stack will supply a seamless workflow of information and processes. The addition of recent risk-first expertise will empower the agency’s advisors to work with shoppers in gentle of the market volatility skilled within the first half of 2020.
Following the Safety and Change Fee (SEC) implementing the Regulation Greatest Curiosity (Reg BI) pointers on June 30, 2020, the settlement additionally permits Lincoln advisors to leverage Riskalyze’s Reg BI merchandise, designed to assist advisors handle all elements of the rule, together with Documentation, Care, Conflicts of Curiosity, and Compliance and Monitoring.
“We have lengthy been followers of Lincoln Funding and their mission to assist educators obtain their monetary targets, and we couldn’t be extra excited to equip their unbelievable advisors with the Danger Quantity,” mentioned Riskalyze CEO Aaron Klein. “If there’s one factor 2020 has taught us, it is that each advisor wants a threat resolution on their desk, and we’re thrilled to help Lincoln of their advisor/shopper engagement, documenting Reg BI compliance, and deep portfolio analytics.”
“With the current market volatility, the necessity to handle portfolio threat with shoppers is as essential as ever, and Riskalyze’s expertise will assist us handle that,” mentioned Ed Forst, Lincoln Funding CEO. “We’re excited to be working with Riskalyze as their expertise will function an important complement to our tech stack. It’ll allow our advisors to offer shoppers with thorough threat assessments and be certain that their investments are aligned effectively.”
To be taught extra about Riskalyze’s merchandise and options, go to: www.riskalyze.com.
Riskalyze is the corporate that invented the Danger Quantity®, which powers the world’s first Danger Alignment Platform and was constructed on prime of a Nobel Prize-winning tutorial framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between shoppers and portfolios, leverage subtle analytics to extend the standard of their recommendation, automate buying and selling and shopper account administration, and entry world-class fashions and analysis within the Riskalyze Associate Retailer — all with the mission of empowering the world to take a position fearlessly. To be taught extra, go to riskalyze.com.
About Lincoln Funding
Lincoln Funding Planning, LLC is a number one full-service impartial broker-dealer and registered funding adviser offering funding, wealth and retirement planning providers nationwide. The corporate at present has greater than 300 staff and over 1,000 monetary advisors with 415 branches in 41 states. Lincoln Funding serves practically 360,000 particular person traders, with $41 billion in property together with over $11.2 billion in fee-based property and offers retirement plan providers to staff of greater than 4,000 employers nationwide. For extra data, go to www.lincolninvestment.com.