Riskalyze
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of 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
Pricing Info
Pricing Info
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
Integrations
Integrations
Riskalyze integrates with the following business systems and applications:
- Schwab
- MoneyGuidePro
- Advizr
- Trust Company of America
- RetireUp
- eMoney
- Morningstar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mid Atlantic Capital Group, United Planners Financial Services
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Riskalyze is a Risk Alignment Platform that identifies an investor's Risk Number and builds a portfolio that contains just the adequate amount of risk.
Company Email
support@riskalyze.com
Contact No.
Company's Address
Riskalyze Elm Avenue
373 Elm Avenue, Auburn, CA 95603
USA
Riskalyze Comparisons
Popular Riskalyze Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Forrester Leading HSE&Q App
- Audits & Inspections
- Action & Issue Tracking
- Obligation Management
- Quality Management
- Risk Management
- Document Management
- Reports & Improvement
- Gartner eGRC Magic Quadrant Best Mobile App
- Powerful Reporting
- Powerful Data Collection
- Non Compliance Management
- Training & Competence Management
- Incident Management
- Permits & Approvals
- HSE&Q Obligation Library
- Device Agnostic
Pricing Info
Pricing is only available by quote. Contact the company directly for pricing details.
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
GlenCore, A&W, Barrick
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Build a safer, better-regulated working environment with EHS & GRC applications that are easy to deploy, adapt and use.
Company Email
uk@cmo-compliance.com
Contact No.
Company's Address
Level 25, Millbank Tower 21 – 24
Millbank London
SW1P 4QP United Kingdom
CMO Compliance Comparisons
Popular CMO Compliance Alternatives
When you research different Compliance Management Software apps you shouldn’t just study their list of features and available pricing packages. Pay attention to the fact that the software must be meeting your needs and team so the more flexible their offer the better. Learn which systems are supported by Riskalyze and CMO Compliance and be certain you will obtain mobile support for whichever devices you use in your company. It may also be a good idea to find out which languages and geographies are supported, as this may be a key element for many companies.
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