DPL Financial Partners of Louisville, Ky., an insurance network for RIAs, has debuted its revamped website, located at www.dplfp.com. The website provides registered users with proprietary tools for fee-only advisors.
The site’s onboard tools include a guaranteed income analysis, designed to help RIAs evaluate retirement income solutions for their clients. The website also provides advisors with a library of written and video content arranged by topic and specific to the needs of a firm, its clients or insurance carriers.
The website’s contents also function as a sales tool. Advisors can research DPL’s new generation of commission-free life and annuity products on the site to find the one that best meets their clients’ financial needs.
Sapphire Software And Riskalyze Add Risk Number To Panoramix Reports
Sapphire Software Services Inc., which produces the Panoramix platform for financial advisors, and Riskalyze, which produces a risk alignment platform, have improved on the technology linking their fintech products.
Advisors can now use both systems to automatically view each client’s Riskalyze “Risk Number” and display it on both internal Panoramix advisory reports, as well as on client-facing reports. While internal advisory reports will automatically include the Risk Number, the feature is optional in client-facing reports.
By adding the client’s Riskalyze number and the numbers of the client’s portfolio and accounts, Panoramix can match the desired risk level to the actual one at just a glance. In addition, advisors can visually review mismatched risk levels in minutes and take the appropriate action just by running a single firmwide report.
Sapphire, headquartered in Eagan, Minn., is a custom software and business-to-business automation company founded in 2003. It specializes in business application software development for companies in the financial services industry.
Riskalyze, headquartered in Auburn, Calif., and Atlanta, is a financial technology company founded in 2011. The Riskalyze platform includes tools for analyzing investment risk.
Gabelli Adds Two Additional Portfolio Managers To ESG Fund