Riskalyze

About Riskalyze

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.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $250.00.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Riskalyze Features

Show Feature Explanation

Heatmaps

Heatmaps show where users have clicked on a page

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Lead Generation

Helps in identification of a potential client for a business

Meetings

Supports arranging meetings, recording vital details and manages every aspect of it

Risk Assessment

Helps to analyze the potential risk factors that cause harm to the business

Riskalyze Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Riskalyze Select $250.00 $250.00 per month

Features

Risk Assessments
Portfolio Risk
Retirement Maps
Stress Tests
Meetings
Check-Ins
Lead Generation Questionnaire
Investment Policy Statements
Risk/Reward Heatmap
Mobile App
Partner Store
GPA
Scenarios

Riskalyze Elite $350.00 $350.00 per month

Features

Includes features of Riskalyze Select plan, plus
Detailed Portfolio Stats
Individual Security Analysis
Timeline
Advisor Marketing Kit
Retirement Plans
Outside Asset Sync

Riskalyze Enterprise $450.00 $450.00 per month

Features

Includes features of Riskalyze Elite plan, plus
Share Clients, Portfolios, and Models
Custom Investment Choices
Custom Market Assumptions
Custom Default Model Portfolios
Multi-Team Access Control
Fully Customized IPS
Dedicated Relationship Manager
Customized Contract
Single Sign On

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 20/08/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Riskalyze Pricing

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Riskalyze Reviews

User Rating

4.4/5 (Based on 65 Ratings)

Rating Distribution

Excellent
66.2%
Very Good
21.5%
Average
1.5%
Poor
4.6%
Terrible
6.2%

User Sentiments

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

Do You Use Riskalyze?

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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.

Pros

Riskalyze helps advisors quantify client risk tolerance, leading to better investment decisions.
Provides a simple, clientfriendly platform to understand investment risk and potential returns.
The Retirement Map feature helps clients visualize their longterm financial goals and progress.

Cons

Customers have reported difficulty canceling subscriptions and allege unfair contract terms.
Some users find data entry and navigating the interface challenging.
Pricing can be expensive for advisors, especially for additional licenses or features.

Riskalyze Reviews

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