Case Study: Glasgow & Associates improves trading efficiency and client risk conversations with Riskalyze

Glasgow & Associates - Customer Case Study

Glasgow & Associates, led by John Glasgow in Wilmington, North Carolina, provides personalized financial planning and investment management. As the firm grew to nearly 100 clients and more accounts, John needed a way to reduce the time spent on trading and portfolio management while also replacing an informal, qualitative approach to risk profiling with a more quantitative process. He turned to Riskalyze to help address both challenges.

Riskalyze implemented a Risk Number-based workflow, along with trading and portfolio monitoring tools, to align client portfolios with risk profiles and streamline ongoing account management. The result was more meaningful client conversations, better compliance documentation, and major time savings: John said trades that once took hours each day could now be completed in about 30 minutes, and some firmwide security changes could be done in 10 minutes or less.

Glasgow & Associates

John Glasgow

Financial Advisor