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Riskalyze Review

Riskalyze
Our score: 8.6 User satisfaction: 98%

What is Riskalyze?

Riskalyze is a Risk Alignment System that identifies an investor’s Risk Number and builds a portfolio that contains just the adequate amount of risk.

The software uses powerful risk analytics to quickly assess the Risk Number of a prospect’s outside holdings. Productivity tools help get ACAT forms signed faster than ever before. By setting portfolio return expectations using risk instead of the average return, clients are more well-informed.

The Riskalyze platform offers other products, such as Autopilot Automated Account Platform, Retirement Solutions with end-to-end functionalities using the Risk Number at its core, and a Compliance Cloud that lets big data analytics find compliance issues that need to be solved.

Overview of Riskalyze Benefits

Riskalyze has risk assessment tools that uses scientific theories to objectively pinpoint an investor’s Risk Number. By avoiding stereotypes that make risk tolerance useless, companies get more accurate results. The software’s robust portfolio analytics engine calculates the Risk Number® of each portfolio to match it with investor risk preference.

Retirement Maps avoid inaccurate estimates on whether a client’s risk preference will lead to achievement of goals. Riskalyze calculates this probability and creates a map to success. The technology also has Stress Tests for various stock and bond market scenarios. These run client portfolios through a market timeline, and compares them to correct benchmarks.

Riskalyze has Meeting tools to launch discussions with client from virtually anywhere around the globe. Check-ins establish a strong foundation to support a user’s message between client reviews, and sends an  early warning signal when client psychology declines.

Riskalyze has a Lead Generation Questionnaire that acts as an interactive risk analysis tool and a lead capturing machine for any website.

A printable Investment Policy Statement presents a clear client roadmap in order to set better expectations and enumerate the key elements an advisor needs.

Riskalyze’s Client Dashboard provides clients with a Risk Number-centric view into their resources, where they can update their Risk Number, and check their balances and progress to goal. Those with accounts on Autopilot can even update their goals and request changes to how they’re invested.

Overview of Riskalyze Features

  • Risk Assessments
  • Portfolio Analysis
  • Retirement Maps
  • Stress Tests
  • Meetings
  • Check-ins
  • Lead Generation Questionnaire
  • Investment Policy Statements
  • Retirement Plans
  • Account Opening
  • Client Dashboard
  • Asset Sync
  • Data Sharing
  • Advanced Portfolio Stats
  • Docusign the IPS
  • Custom Investment Choices
  • Custom Market Assumptions
  • Multi-team Access Control
  • Fully Customized IPS
  • Dedicated Account Manager
  • Customized Contact
  • Single Sign On

Riskalyze Position In Our Categories

Bearing in mind businesses have unique business-related requirements, it is only practical that they abstain from going for a one-size-fits-all, “perfect” software product. Nonetheless, it is difficult to try to come across such application even among branded software products. The logical step to do can be to narrow down the different main functions which demand inspection including important features, pricing, technical skill aptitude of the users, organizational size, etc. Next, you should follow through your research systematically. Browse through these Riskalyze evaluations and explore each of the software systems in your shortlist in detail. Such detailed research guarantee you drop mismatched apps and subscribe to the system that meets all the aspects your company requires for optimal results.

Position of Riskalyze in our main categories:

TOP 10

Riskalyze is one of the top 10 Compliance Management Software products

If you are interested in Riskalyze it may also be a good idea to investigate other subcategories of Compliance Management Software listed in our base of B2B software reviews.

Organizations have different needs and requirements and no software platform can be perfect in such a situation. It is pointless to try to find an ideal off-the-shelf software system that fulfills all your business needs. The intelligent thing to do would be to customize the solution for your special needs, staff member skill levels, budget, and other aspects. For these reasons, do not hasten and invest in well-publicized trendy systems. Though these may be widely used, they may not be the perfect fit for your unique requirements. Do your homework, check out each short-listed application in detail, read a few Riskalyze Compliance Management Software reviews, contact the seller for explanations, and finally select the product that provides what you need.

How Much Does Riskalyze Cost?

Riskalyze Pricing Plans:

Free Trial

Pro

$165/month per advisor

Premier

$265/month per advisor

Enterprise

$365/month per advisor

Riskalyze offers various enterprise pricing plans. Choose from the ones below by checking which plan offers features that your company needs:

Pro = $165/month per advisor

  • Risk Assessments
  • Portfolio Analysis
  • Retirement Maps
  • Stress Tests
  • Meetings
  • Check-ins
  • Lead Generation Questionnaire
  • Investment Policy Statements

Premier = $265/mo per advisor

Everything in Riskalyze Pro, plus:

  • Retirement Plans
  • Account Opening
  • Client Dashboard
  • Asset Sync
  • Data Sharing
  • Advanced Portfolio Stats
  • Docusign the IPS

Enterprise = $365/mo per advisor

Everything in Riskalyze Premier, plus:

  • Custom Investment Choices
  • Custom Market Assumptions
  • Multi-team Access Control
  • Fully Customized IPS
  • Dedicated Account Manager
  • Customized Contact
  • Single Sign On

User Satisfaction

Positive Social Media Mentions 69
Negative Social Media Mentions 1

We realize that when you make a decision to buy Compliance Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Riskalyze reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Riskalyze. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Riskalyze Comparisons

Riskalyze user reviews

Full cost is not disclosed until they charge your card

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

2/5

Value for Money

3/5

Ease of Use

Published on: 06.11.2018 Company Size: 1-10 Employees Industry: Financial Services

What are Riskalyze pricing details?

Riskalyze Pricing Plans:

Free Trial

Pro

$165/month per advisor

Premier

$265/month per advisor

Enterprise

$365/month per advisor

Riskalyze offers various enterprise pricing plans. Choose from the ones below by checking which plan offers features that your company needs:

Pro = $165/month per advisor

  • Risk Assessments
  • Portfolio Analysis
  • Retirement Maps
  • Stress Tests
  • Meetings
  • Check-ins
  • Lead Generation Questionnaire
  • Investment Policy Statements

Premier = $265/mo per advisor

Everything in Riskalyze Pro, plus:

  • Retirement Plans
  • Account Opening
  • Client Dashboard
  • Asset Sync
  • Data Sharing
  • Advanced Portfolio Stats
  • Docusign the IPS

Enterprise = $365/mo per advisor

Everything in Riskalyze Premier, plus:

  • Custom Investment Choices
  • Custom Market Assumptions
  • Multi-team Access Control
  • Fully Customized IPS
  • Dedicated Account Manager
  • Customized Contact
  • Single Sign On

What integrations are available for Riskalyze?

Riskalyze integrates with the following business systems and applications:

  • Schwab
  • MoneyGuidePro
  • Advizr
  • Trust Company of America
  • RetireUp
  • eMoney
  • Morningstar

Riskalyze average rating:

Average score
2.5/5 (1 user reviews)
3/5

Overall impression

3/5

Customer Support

3/5

Value for Money

1/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Anonymous Reviewer

PROS: It gives a "risk score" as a way of judging the historical risk in a given portfolio

CONS: If you do not clear through Albridge, there can be extra charges. I clear through Pershing. Although I asked several times I was told there would be no other charge. It turns out that Pershing charges a$500 setup fee and $150 a month data fee to automate the service. Otherwise you must manually download client information to a spread sheet, then upload to Riskalyze.

Reviewed 1 year ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: It gives a "risk score" as a way of judging the historical risk in a given portfolio

CONS: If you do not clear through Albridge, there can be extra charges. I clear through Pershing. Although I asked several times I was told there would be no other charge. It turns out that Pershing charges a$500 setup fee and $150 a month data fee to automate the service. Otherwise you must manually download client information to a spread sheet, then upload to Riskalyze.

Reviewed 1 year ago

Read full review >

More reviews from 1 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Full cost is not disclosed until they charge your card

Read full review >
Anonymous Reviewer
3/5

Overall impression

1/5

Customer Support

2/5

Value for Money

3/5

Ease of Use

Published on: 06.11.2018 Company Size: 1-10 Employees Industry: Financial Services

PROS: It gives a "risk score" as a way of judging the historical risk in a given portfolio

CONS: If you do not clear through Albridge, there can be extra charges. I clear through Pershing. Although I asked several times I was told there would be no other charge. It turns out that Pershing charges a$500 setup fee and $150 a month data fee to automate the service. Otherwise you must manually download client information to a spread sheet, then upload to Riskalyze.

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Reviewed By Louie Andre
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