“Autopilot,” the Automated Asset Management Platform by CLS and Riskalyze, Goes Live

  • 500+ advisors signed up to implement Autopilot in the last 3 months
  • Autopilot offers advisors the only automated asset management platform built on the power of the Risk Number™
  • Autopilot empowers advisors to revolutionize their business model, profitably serve clients large and small, and democratize access to investment advice
  • Autopilot allows advisors to snap a next-generation client service platform into their firm’s existing website with a few clicks

June 26th, 2015 (Omaha, NE and Sacramento, CA) – CLS Investments, LLC (“CLS”), a third party money manager and leading Exchange Traded Fund (“ETF”) strategist, and Riskalyze, the company that invented the Risk Number™, the first-ever quantitative way to pinpoint client risk tolerance, announced today that “Autopilot”, a pioneer automated asset management platform for financial advisors, has gone live.   

“The era of trying to out-robo the robo advisors is over, and the moment for human advisors to leverage all of the unique benefits they bring to the table has arrived,” said Aaron Klein, CEO at Riskalyze. “Autopilot empowers human advisors to snap a next-generation client service platform into their web site, and to instantly and profitably democratize access to advice for clients large and small.”

Amidst the “robo” noise, financial advisors are looking for a lower-cost solution that allows them to combine client self-service capabilities with a personalized service approach. The combination of CLS’s strengths in efficient and cost-effective asset management and Riskalyze’s unique Risk Number technology put a powerful capability in the arsenal of every financial advisor in the country.

“Advisor response from our pre-release announcement was swift and encouraging, which proved that helping advisors decrease costs and increase client service is a powerful way to help them compete in the ever-changing investment world,” said Todd Clarke, CEO at CLS Investments. “Over 500 advisors in 45 states have already shown interest in this product.”

Autopilot is available exclusively to investment advisory firms. Investors/consumers see the advisor’s brand, and the advisor decides how much hands-on service to provide. The Autopilot team supports the advisory team, handling all of the manual work —trading, rebalancing, client service calls for account management, and more. 

For more on Autopilot, go to: www.autopilotadvisor.com

For press inquiries, contact: jason.lahita@ficommpartners.com

About CLS Investments

CLS is an Omaha-based, registered investment advisor managing in excess of $6 billion. As one of the largest third party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 35,000 individual investors. CLS specializes in creating portfolios based on a distinct risk budgeting methodology and active asset allocation approach. The CLS investment process is governed by systematic research across asset classes and strategies and the continuous measuring of risk. CLS claims compliance with the Global Investment Performance Standards (GIPS). CLS is a member of NorthStar Financial Services Group (NorthStar), which currently has more than $316 billion* in assets under management and administration. To learn more, visit www.clsinvest.com.

*as of 5/31/15

About Riskalyze

Riskalyze is the company that invented the Risk Number™, the first-ever quantitative way to capture client risk tolerance, align portfolios to client expectations, and quantify the suitability of investments. Riskalyze was named one of the world’s ten most innovative companies in finance, and advisors use the platform to manage $90 billion in assets. To learn more, visit www.riskalyze.com.

1874-CLS-6/22/2015

Press Contact:

FiComm Partners

Jason Lahita (Los Angeles) -- 973-460-7837, Jason.lahita@ficommpartners.com

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Quick facts

Autopilot is available exclusively to investment advisory firms. Investors/consumers see the advisor’s brand, and the advisor decides how much hands-on service to provide. The Autopilot team supports the advisory team, handling all of the manual work —trading, rebalancing, client service calls for account management, and more.
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Quotes

The era of trying to out-robo the robo advisors is over, and the moment for human advisors to leverage all of the unique benefits they bring to the table has arrived.
Aaron Klein
Over 500 advisors in 45 states have already shown interest in this product.
Todd Clarke