Open Road Wealth Management, LLC Implements Award-Winning Risk Alignment Platform to Drive Client Success

Mar 1, 2017 | Press Releases | 0 comments

Kansas City, MO, 64157 – Open Road Wealth has announced it has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.

For Immediate Release

Date: March 1, 2017

Contact:
Open Road Wealth Management, LLC
Todd Minear, CFP©, MBA
(816) 507-5237
Todd@OpenRoadWeatlh.com
OpenRoadWeatlh.com

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. Open Road Wealth will then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

“Open Road Wealth has ushered in a new era of predictability and reliability for their clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Open Road Wealth, who are committed to investing in the success of their clients by empowering fearless investing.”

About Open Road Wealth

Open Road Wealth is a Fee-Only Financial Planning and Investment firm based in Kansas City, Missouri that works with clients locally and across the country and is committed to use technology to better serve clients.  We use technology to communicate virtually, assess and model risk, develop great financial plans, create efficient portfolios, and clients are able to see all of their accounts in one place, regardless of where they are held, through our client portal.  Our use of technology makes our clients’ lives more efficient and simplifies how we work together.  To learn more visit openroadwealth.com

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to align the world’s investments with each investor’s Risk Number.

Media Contacts

Jason Lahita
FiComm Partners (for Riskalyze)
310-593-4222
riskalyze@ficommpartners.com

Todd Minear, CFP©, MBA
Open Road Wealth Management, LLC
Kansas City, MO 64157
(816) 507-5237
Todd@OpenRoadWealth.com

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