Riskalyze and TD Ameritrade Institutional, one of the largest custodians to independent registered investment advisors, today announced that Autopilot, the robo-advisory platform for advisors powered by the Risk Number®, will be integrated with TD Ameritrade's intelligent rebalancing tool, iRebal®.
iRebal is a leading portfolio-rebalancing software program used by advisors to rebalance accounts through Veo®, TD Ameritrade Institutional's brokerage and custody platform for advisors. Autopilot supercharges human advice, allowing advisors to automate client engagement with an advisor-branded client dashboard on their website and automated account opening, all through an intuitive digital process.
With both products seamlessly integrated, investors can pinpoint their Risk Number®, get matched with the right advisor-built portfolio, digitally open an account and have that account automatically traded and rebalanced.
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