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CFN Members Gain Access to Discounts on Full Suite of Riskalyze Services, Encompassing Autopilot Trading, Riskalyze Retirement Solutions, Compliance Cloud and More

Strategic Alliance with NRS Provides Independent Financial Advisors with Robust Support for Compliance, Regulatory Exam and Registration Services

WeWork Enables Flexible Month-to-Month Office Space Arrangements for Practices Looking to Test New Markets Before Signing a Long-Term Lease

SAN DIEGO, May 14, 2019 — Chalice Financial Network™ (“Chalice,” “CFN” or “the firm”), a first of its kind Software-as-a-Service (SaaS)-based member-benefit organization for independent financial advisors, today announced new strategic alliances with the industry-leading platforms Riskalyze, NRS and WeWork, which greatly enhance CFN’s ability to connect wealth management practices with the best portfolio analysis, compliance support and office space providers on the market.

Derek Bruton, the President of Chalice Financial Network, said, “This host of new offerings is about building mutually beneficial relationships that create unprecedented value for independent advisors, and connecting them through our digital marketplace, the Chalice Advisor Exchange™ (CAEx). We chose to partner with Riskalyze as our exclusive choice in the risk analysis category because growth-oriented advisors need access to the most advanced tools that allow them to manage client portfolios safely and at scale. Our alliance with NRS reflects our belief that advisors benefit from the strongest options available to align with rules and regulations efficiently, while adding WeWork demonstrates our commitment to supplying business enterprise solutions that advisors sorely need.

Advisors who pay the $99.99 monthly fee to be CFN Members can then receive discounts on their a la carte purchases of services available on the CAEx digital marketplace. Through this most recent series of partnerships, CFN Members can gain discounted access to:

  • Riskalyze: The leader in automated risk analysis software for independent wealth managers offers Chalice Members popular tools including Autopilot for automating trades across client accounts, Riskalyze Retirement Solutions for 401(k) planning, and Compliance Cloud for the changing fiduciary landscape.
  • NRS: The provider of comprehensive support for compliance, regulatory exam and registration services for RIAs, broker-dealers and investment companies offers Chalice Members three tiers of service – Basic, Premium and Plus – that includes consulting, technology and training solutions.
  • WeWork: The provider of flexible workspace solutions in more than 100 cities worldwide offers Chalice Members state of the art office space on a month-to-month basis, allowing advisors to instill confidence in clients with impressive surroundings, while testing new markets before signing a long-term lease.

Aaron Klein, Co-Founder and Chief Executive Officer at Riskalyze, and a member of the Chalice Advisory Board, said, “We’re excited for Riskalyze to be a part of the incredible value proposition for the advisors joining the Chalice Financial Network. Thanks to Chalice, the economies of scale that a billion dollar firm can achieve are accessible to $50 to $250 million advisors. Riskalyze has served that kind of advisor for its entire history, and we look forward to expanding that through this partnership with CFN.

John Gebauer, President of NRS, said, “Abiding by compliance requirements is a crucial function for any financial advisor practice. NRS is excited to partner with Chalice to make this absolutely imperative set of services available to Members. We look forward to a fruitful collaboration as we help advisors raise their compliance capabilities to the next level.

Mac McCann, WeWork Senior Program Manager, said, “Having an inspiring workplace is an important step for any business seeking to connect with clients and employees. At WeWork, we aim to build communities that allow companies of all shapes and sizes to grow their networks and ultimately build their businesses. Chalice Members are exactly the kind of business owners we want to help, and we look forward to welcoming many of them into the WeWork community.

Mr. Bruton concluded, “Chalice is overjoyed that Riskalyze, NRS and WeWork see the benefits of becoming our partners. These alliances, along with our other great services such as steeply discounted group health insurance for your entire team, are the latest signs that the Chalice Financial Network is fast growing into a major solutions provider for independent financial advisors of all types who run their own businesses.

About Chalice Financial Network™

Chalice Financial Network (“Chalice”) is a San Diego-based, leading provider of third-party technology, asset management, wealth management and business enterprise solutions for independent financial advisors across the country, delivered through an exclusive membership structure. Chalice is the Holy Grail for Wealth Advisors™ due to its ability to aggregate and integrate all the tools and technology, products and services a wealth advisor needs throughout the lifecycle of a successful independent business, by accessing Chalice Advisor Exchange™, its single sign-on shared services digital marketplace and fintech platform.

For more information, please visit www.chalicefn.com.

About Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401(k) experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit riskalyze.com.

About NRS

Owned by the RELX Group, National Regulatory Services (NRS) is part of Accuity, the global standard for payment efficiency and compliance solutions. NRS is the US leader in compliance and registration products and services for investment advisers, broker-dealers, hedge funds, investment companies and insurance institutions. NRS has the practical expertise, proven capability and unparalleled reach to deliver integrated and effective compliance solutions to a wide range of users within the financial services industry. NRS delivers these solutions through three interrelated offerings – comprehensive education, best-in-class technology and expert consulting services – enabling our clients to meet their regulatory requirements and minimize risk. For more information, visit www.nrs-inc.com or follow it on LinkedIn and Twitter.

Chalice Media Contacts

Joseph Kuo / Chris Latham
Haven Tower Group
424 317-4850 ext 851 or ext 856
jkuo@haventower.com or clatham@haventower.com

Riskalyze Media Contact

Jessica Torchia
FiComm Partners
Jessica.Torchia@FiCommPartners.com
908-872-7319

NRS Media Contact

George Nikanorov
NRS Marketing Manager
GNikanorov@nrs-inc.com