GARDEN GROVE, Calif. — As competition intensifies within the B2B digital platform market, Riskalyze announced a new version of its robo advisor, Autopilot, stressing that a deeper approach to serving advisors was needed.
"Automating client engagement and account opening isn't quite enough," says Riskalyze CEO Aaron Klein, who made the announcement Wednesday before an audience at this year's T3 Conference.
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