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Home›Financial services›Hantz Financial Services, Inc. Deploys Riskalyze Elite To All Advisors As First Company To Launch New Discovery ™ Feature On Platform

Hantz Financial Services, Inc. Deploys Riskalyze Elite To All Advisors As First Company To Launch New Discovery ™ Feature On Platform

By Mark L. Wells
November 10, 2021
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AUBURN, Calif .– (COMMERCIAL THREAD) –Riskalyze and Hantz Financial Services, Inc. today announced a corporate agreement to become the first to offer its more than 165 financial consultants access to Discovery in Riskalyze Elite. Hantz Financial Services, Inc. chose Riskalyze for its cutting-edge portfolio analysis, investment research capabilities and the opportunity to consolidate its technology solutions with the launch of Discovery by Riskalyze. After experiencing all that the Discovery Platform has to offer at the Fearless Investing Summit 2021, Hantz Financial Services, Inc. continues to be at the forefront by becoming Riskalyse’s first business partner to provide Discovery to all its advisers.

Hantz Financial Services, Inc. is a Michigan-based financial services company serving families as well as businesses. The company has licensed advisors to use Riskalyze for several years and has seen the power of Discovery to increase its technology stack across the organization.

“After seeing how Riskalyze makes it easier to engage modern customers with its latest release of functionality in Discovery, we knew we wanted to be the first to equip all of our financial consultants with this technology,” said Tony Natale, vice president of asset management at Hantz. “This allows us to deliver superior results to our clients as part of our bespoke services. ”

Riskalyze’s Discovery uses a quantitative engine to find exchange-traded funds (ETFs), mutual funds, and other securities that best match an investor’s portfolio using a series of criteria that include the risk number® and Riskalyze GPA®. This solution is a response to lengthy physical investment research reports that are inefficient and less accurate.

“Serving future-shaping companies like Hantz Financial Services and putting the tools in the hands of their advisors to create personalized and stronger portfolios for their clients is the raison d’être of Riskalyze,” said Riskalyze . Chairman and CEO Aaron Klein. “With our most recent launch with Discovery, we will continue to invest in their technology stack to unlock greater operational efficiency and cost savings. ”

For more information on Discovery, visit Riskalyze | Discovery

About Riskalyze

Riskalyse is the company that invented the risk number®, which powers the world’s first risk alignment platform and was built on a Nobel Prize-winning academic framework. Advisors, brokers, 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 accounts receivable 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 find out more, visit www.riskalyse.com.


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