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| Description | Riskalyze is a comprehensive risk alignment platform that provides accurate risk assessment services to financial advisors. As a portfolio risk analysis tool, it helps clients gain a better understanding of their portfolio’s current and desired risk level. Moreover, comprehensive risk assessment facilities offered by the platform eliminates stereotypes reducing risks in real-time. A novel Risk Number® feature included within Riskalyze is capable of conducting detailed portfolio risks, helping users make investment decisions more frugally. With the help of retirement maps, advisors can provide their clients with a carefully calculated probability, responsible for achieving scheduled goals. Users can also uncover outside assets and illustrate the bigger picture for their clients with Riskalyze. The software also offers seamless integrations with multiple external applications like Redtail, Salesforce, Royal Bank of Canada (RBC), eMoney, and Zapier among others. Lead generation questionnaires, printed reports, partner stores, scenarios, and detailed portfolio stats are some of the essential features offered by the same. Read more | Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management. Read more |
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Risk Tolerance Questionnaire, Client Engagement & Visualizations, User-Friendly Interface, Retirement Planning Tools Inaccurate Data on Certain Securities, Difficulty Entering Client Portfolios, Lack of Support for Certain Asset Classes, Limited Functionality in Portfolio Comparison Tools |
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| Review Summary |
Riskalyze is a popular tool for financial advisors, offering a straightforward way to assess client risk tolerance and present investment plans. While praised for its user-friendly interface, simplicity, and ability to quantify risk, some users find the pricing high and have experienced challenges with data input and customer service. Concerns include contract cancellation processes, outdated data, and slow platform performance. Overall, Riskalyze is a valuable tool for those looking to enhance client engagement and communication around risk tolerance, though its effectiveness depends on its proper use and addressing potential drawbacks. |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Riskalyze Select $250.00 $250.00 per month Riskalyze Elite $350.00 $350.00 per month Riskalyze Enterprise $450.00 $450.00 per month |
Morningstar Office Custom |
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| Company Details | Located in: Auburn, California Founded in: 2011 | Located in: Chicago, Illinois |
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+1 530-748-1660 |
+1 312 696-6000 |
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