ClientWorks Now Integrated with Riskalyze

Last Edited by: LPL Financial

Last Updated: July 24, 2018

Riskalyze LPL

“Riskalyze has been a longstanding participant in our Vendor Affinity Program, and we’re excited to offer advisors a more streamlined way to leverage this solution,” said Burt White, LPL managing director, Investor and Investment Solutions, and chief investment officer. “This enhancement with Riskalyze is a prime example of the new approach we are taking to our technology offering. We want advisors to have more choice in the tools and resources they can use to support the unique needs of their business. We are leveraging our open architecture further by integrating with more third-party technology providers to deliver LPL advisors a more seamless and efficient technology experience.”

“In our industry, technology benefits the advisor the most when it cuts down time spent on back-office tasks and streamlines the advisor’s business, allowing them to work more efficiently and spend more time with clients and growing their practice. The latest integration simplifies the advisor’s life so they can do just that,” said Aaron Klein, CEO at Riskalyze. “We’re excited that LPL shares the same vision to provide a more seamless experience as we continue in our mission at to empower the world to invest fearlessly.”

Riskalyze’s risk scoring software uses an analytics framework to measure risk for investors and their portfolios to help advisors better serve the unique needs of each client. Riskalyze is included in LPL’s Vendor Affinity Program, which provides LPL advisors access to approved third-party vendors at discounted prices. Riskalzye is one of a select number of technology providers in the Vendor Affinity Program integrated with ClientWorks.

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LPL Financial and Riskalyze are not affiliated entities.