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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Single Source of Truth for All Entity-Related Information
- Control and Visibility of Governance, Risk, and Compliance Goals
- Company-Wide System
- Chart Entity Information and Pull In Reports
- Automate Entity Management Processes
- Integrate with Processes from other Departments
Pricing Info
Diligent Entity Management’s SMB and enterprise pricing plan information is available only upon request. Please contant the company’s sales department, and ask for a quote.
Integrations
Diligent Entity Management supports integration with the following add-modules from Diligent Corporation:
- Diligent Board Evaluations
- Diligent Meeting Minutes
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Louisina Land Bank, The University of Tennessee, General Mills
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
An effective global entity management and corporate governance software that helps organizations and companies establish a single source of truth for all data and information related to entity management, automate entity management processes, and improve compliance with local legislation.
Company Email
info@diligent.com
Contact No.
Company's Address
Diligent Corporation
1385 Broadway, 19th Floor
New York, NY 10018
USA
Diligent Entity Management Comparisons
Popular Diligent Entity Management Alternatives
Both Riskalyze and Diligent Entity Management were evaluated by a panel of independent B2B experts who prepared a full analysis of all crucial aspects of every app. Their total score was prepared with unique SmartScore system that calculates a separate partial score to every element including: main functionalities, client support, mobile device support, security, client satisfaction as well as market presence. Here at FinancesOnline we are aware that useful features are not the only aspect essential to a company so we do our best to pay attention to all sides of a service before coming up with its final rating.
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