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Riskalyze REVIEW

Compliance Management Software

1 user review
USER SATISFACTION 98%
OUR SCORE 8.6

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

Position of Riskalyze in our main categories:

10

Riskalyze is one of the top 10 Compliance Management Softwareproducts

10

Riskalyze is one of the 10
Compliance Management Software products


If you are considering Riskalyze it might also be sensible to check out other subcategories of Best Compliance Management Software collected in our database of SaaS software reviews.

There are well-liked and widely used solutions in each software category. But are they necessarily the best fit for your company’s specific requirements? A market-leading software application may have thousands of users, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Riskalyze reviews and mull over the aspects that you wish to have in the software such as the price, main features, available integrations etc. Then, choose a few systems that fit your requirements. Check out the free trials of these products, read online opinions, get clarifications from the maker, and do your homework thoroughly. This profound research is certain to aid you choose the finest software solution for your firm’s unique needs.

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

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.

POSITIVE SOCIAL MENTIONS

69

NEGATIVE SOCIAL MENTIONS

1

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Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT

Riskalyze User Reviews

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

User reviews


1 Review

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Published 9 months ago
It gives a "risk score" as a way of judging the historical risk in a given portfolio



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