CROWN HAVEN Implements Award Winning Software Built On a Noble Prize Winning Framework

Local Financial Planning Firm Expands Services to Add More Client Options
 
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Casey Marx
Casey Marx
CARMEL, Ind. - Feb. 27, 2020 - PRLog -- Crown Haven announced it has implemented Riskalyze, the world's first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals.

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 with a 95% Probability Range. Advisors then build an investment portfolio to match the client's Risk Number and chart a clearly defined path to achieving the client's goals. Riskalyze was twice named one of the world's ten most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

Crown Haven President Casey Marx stated, "Riskalyze is just one of the many tools we at Crown Haven use to ensure our clients spend less time worrying about their money, and more time enjoying their lives. We are thrilled to provide this exceptional tool to our valued clients." "Successful long-term financial outcomes are built by investors making one good short term decision at a time, and that only happens when great advisors equip them to do so," said Aaron Klein, CEO at Riskalyze. "It's so great to see Crown Haven using the Risk Number to help their clients understand and react to risk appropriately, because that's ultimately how amazing financial advisors turn clients into fearless investors."

About Crown Haven
We are a team of professionals whose mission is to ensure our clients spend less time worrying about their money, and more time enjoying their lives. That's why we designed our Crown Haven RetireSHIELD to identify the amount of risk, fees and loss exposure within your current portfolio. It's the first step toward building a lifestyle design plan that can help ensure your money lasts as long as you live.
https://www.crownhaven.com/

About Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, 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 client account 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 learn more, visit riskalyze.com.

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Email:***@crownhaven.com
Tags:Casey Marx
Industry:Finance
Location:Carmel - Indiana - United States
Subject:Features
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