Alex Loukissas
Co-founder and CTO at AgentRisk
29 October 2020

How AgentRisk is helping investors during COVID-19

Originally published here.

These are definitely unusual times we’re going through during the COVID-19 pandemic. And unfortunately, this has taken a significant toll on the stock market and on people’s portfolios.

What’s worse is that this panic can lead to anxiety, which can lead to investors making irrational decisions. This, in turn, may have negative long-term effects.

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Photo by Adi Goldstein on Unsplash

At AgentRisk, we are big believers in informed, data-driven decisions when it comes to investments. What’s more, we feel very strongly about having an expert by your side when managing your hard-earned money.

This is why we think it’s important to make our technology as accessible as possible to anyone who can benefit from it during these turbulent market conditions, both finance professionals and individual investors.

How are we helping

  • We’re making Overlay, our portfolio management software available for free to financial advisors, wealth managers, and RIAs, for six months, with no strings attached. By helping them automate their portfolio management using Overlay, we aim to enable them to have more time to spend one-on-one with their clients and guide them through these difficult times.
  • We’re also making Overlay available to individual investors for free, with no strings attached. Regardless of whether you have a financial advisor, we want to make sure you get access to the tools we’ve built for finance professionals.
  • We’re offering our personalized one-on-one portfolio consultation for individual investors at a deep discount ($500 down from $1,200). This covers going over your entire portfolio, including 401(k), taxable accounts, angel investments, real estate investments, and others.
  • Finally, we’ll be hosting AMA sessions with our investment team, where we will be answering questions about portfolio management during hard times. Note that due to SEC and FINRA regulations, during these AMA sessions we can only offer generic recommendations as we are prohibited from offering specific advice.

Markets can be volatile. But having an expert and the right tools to help you make good decisions now can make a huge difference. We are committed to doing our best to help out.

We will get through this. Together.

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About AgentRisk

At AgentRisk, we build investment products and tools for individuals as well as for financial advisors and wealth managers, leveraging state-of-the-art machine learning algorithms and time-tested investment theories.