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Firms need to keep up with the dramatic increase in expectations for a better user experience.February 3
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CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.August 5
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The new player aims to disrupt the sector despite losing some 300 reps to other firms.June 3
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The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.November 12
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In addition, the advisor technology company released three new features and updated its interface.October 19
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The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.July 30
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As investment management becomes a supporting service, software providers are facing disruption.February 20
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Some platforms are promoting their approaches to attract more sophisticated young investors.August 9
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Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.July 10
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Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.June 28
