For Immediate Release
Date: October 8, 2021
LL FINANCIAL SERVICES, LLC IMPLEMENTS AWARD-WINNING SOFTWARE TO QUANTIFY INVESTMENT RISK AND DRIVE CLIENT SUCCESS
Westchester County, New York – LL Financial Services, LLC announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.
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 with a 95% Probability Range. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to achieving the client’s goals.
Riskalyze was twice named one of the world’s ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
“The Riskalyze software gives me another quality tool utilize in the management of my client’s portfolio, said Lindsay la Fleur, Partner, Head of Investment Management at LL Financial Services, LLC. “Among other things, this tool gives clients parameters to look at risk in different market environments to build in realistic expectations for future volatility.”
“Successful long-term financial outcomes are built by investors making one good short-term decision at a time, and that only happens when great advisors equip them to do so,” said Aaron Klein, CEO at Riskalyze. “It’s so great to see LL Financial Services, LLC using the Risk Number to help their clients understand and react to risk appropriately, because that’s ultimately how amazing financial advisors turn clients into fearless investors.”
About LL Financial Services, LLC
LL Financial Services, LLC is a well-established financial services boutique. The firm offers a full range of financial services including – tax preparation, tax planning, financial planning, and investment management services with a reputation for personalized innovative lasting results. Experienced, local and independent we have roots in Northern Westchester, NY but maintain a global reach.
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 riskalyze.com.
Lindsay La Fleur
LL Financial Services, LLC