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
- Payment processing
- Single integrated system
- In-house control
- Integrated budgeting
- Enterprise reporting
- Dashboards
- Analytics
- Automation
- Compliance
- HR
- Contract management
- Subcontractor management
- Employee self-service
- Payroll
- Procurement
Pricing Info
Deltek offers four plans including one with custom pricing. Additional add-on components are available such as CRM, CRM Plus, Asset Management, Purchasing, Payroll, and more.
Front Office Suite – Starting at $30/user per month
- Time & Expense
- Mobile
- Team Collaboration
- CRM
- Project Management
- Resource Planning
- Billing
- Project Accounting
Back Office Suite – Starting at $30/user per month
- Time & Expense
- Mobile
- Team Collaboration
- Billing
- Project Accounting
- Full Accounting & Financials
Full Suite – Starting at $46/user per month
- Time & Expense
- Mobile
- Team Collaboration
- CRM
- Project Management
- Resource Planning
- Billing
- Project Accounting
- Full Accounting & Financials
Accelerated Launch Package – Custom pricing
- Activation and Setup Guidance
- Super User Training and Testing Support
- End to End Process Guidance and Support
- Readiness Assessment and Planning
- Back-office Billing and Close Support
- Documentation Supporting Your Firm’s activities
- Project Coordination throughout Your Implementation
Additional Launch Package Options:
- Unique Revenue Calculations
- Borrowing/Lent Cost & Revenue Management
- User Experience Enhancement
- Payroll Support
- Additional Planning and CRM Support
- Fixed Asset and Purchasing Support
- Data Migration
- Multi-Company and Multi-Currency Enablement
- PSA Data Control and Automation
- Organizational Change Management Packages
- Advanced Functional Support for Billing, Time, Expense, Processing, and Reporting
Integrations
At the moment, Deltek Costpoint offers a streamlined integration with Microsoft Office products.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Unisys, HighPoint, LogiCore
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
Deltek Costpoint offers ERP solutions that help businesses become compliant while improving visibility, efficiency and profitability in their operations.
Company Email
Contact No.
Company's Address
Herndon, VA
USA
Deltek Costpoint Comparisons
Popular Deltek Costpoint Alternatives
All the data, facts and experiences that we shared in this analysis were taken from official vendor sites, promotional materials available online, actual experience from real users as well as our own everyday use of each software by an expert. We put a lot of effort to thoroughly analyze each solution, so we not only study it internally, but we also match our findings with views of other people from the SaaS community.
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