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

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YET
Pricing:
By quote
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Simplify Administration of Policy, Learning, and Training
- Employee Scorecard
- Automated Workflows
- Worry-Free Version Control
- Increase Visibility and Reduce Risk
- Customizable Disclosure Questionnaires
- Update Disclosures Anytime
- Identify Early Signs of Misconduct
- Helpline
- Report Issues Through Communication Channels
- Employee Engagement
- Case Management
- Insights
- Visualize Incidents and Disclosures
- Dashboards
- Know Your Culture’s Pulse
- Regional and Functional Heat Maps
- Identify Behavioral Factors That Influence Issues
- Leverage Root-Cause Analysis
- Improve Team Productivity
- No More Weak Links
- Extend Proactive Ethics to Third-Party Relationships
- Correlate Conflict-Of-Interest Disclosures and Helpline Reports
- Third-Party Approval Workflows
Pricing Info
Convercent Ethics Cloud Platform’s SMB and enterprise pricing plan information is available only upon request. Please contact the company, and get your quote.
Integrations
Convercent Ethics Cloud Platform can be integrated with HR systems such as Workday.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TimeWarner, Microsoft, LinkedIn
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
A highly strategic, proactive, and unified suite of ethics and compliance management applications that enables organizations to automatically distribute policies and online learning and training courses to employees and third-parties, collect conflict-of-interest disclosures, provide communication channels for issue reporting, and conduct root-cause analysis to understand and mitigate risk.
Company Email
info@convercent.com
Contact No.
Company's Address
Convercent
3858 Walnut Street, Suite #255
Denver, CO 80205
Convercent Ethics Cloud Platform Comparisons
Popular Convercent Ethics Cloud Platform Alternatives
The software analyzed on this page are only a small part of our entire Compliance Management Software category and you should keep in mind that there might be more desirable alternatives available. If you want to guarantee you make the best possible choice for your business we definitely suggest that you analyze more solutions first. It may also be a good idea to study our top 10 Compliance Management Software ranking to see which products are at the moment the highest-rated ones and leaders in the market.
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