GVA has partnered with Riskalyze and is now able to offer the following pricing for the Riskalyze Select platform license:

1. Advisor – $165 / month (Retails at $250; 34% discount)
2. Assistant – $25 / month (Retails at $75; 67% discount)

We are very excited to now offer this product as it can directly link account holdings from both Clientworks and Orion Advisor Services.

***As a reminder, for any advisor with over $15M in AUM on GVA’s Asset Management platform, you automatically receive one Advisor + Assistant Riskalyze Select Platform license.

If interested in learning more, please email investments@greatvalleyadvisors.com