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
- Integrations
- Admin controls
- Ongoing support
- Dashboards
- Smart forms
- Reports builder
- Offline capability
- Custom branding
- Drag-and-drop workflow
- Form configuration workbench
Pricing Info
HSI Donesafe works with companies ranging from 100 to 100,000+ employees in dozens of different industries, each with unique needs and use cases. Custom pricing is the best way to effectively serve such a diverse customer base. There are a few moving parts, such as the number of workers in your business, how many apps you want to include in the solution, and a few discounting opportunities such as contract length.
HSI Donesafe doesn’t want you to pay for features and services that you don’t need, so they need to know a little more about your business in order to provide you with an accurate price quote. The fastest way to get an indicative price is to complete a form on the HSI Donesafe website and they will be in touch.
Integrations
In terms of integrations, if your current platforms have an open/public API or flat file structure, HSI Donesafe can connect. HSI Donesafe currently integrate with systems like Oracle, XERO, SAP and Tableau (BI) and many more. We can pass data in both directions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
McDonald’s, Vodafone, Lowe’s, Nokia
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 all-in-one, cloud-based Health, Safety, Environment, and Quality (HSEQ) software designed for businesses of any size. It carries more than 30 applications that provide end-to-end compliance solutions and has smart forms that can be used to build workflows. It also automates workflows, streamlining your operations in the process.
Company Email
hello@donesafe.com
Contact No.
Company's Address
HSI Donesafe Pty. Ltd.
37- 69 Union Street, Sydney, Australia 2009
HSI Donesafe Comparisons
Popular HSI Donesafe Alternatives
In the event you are still having doubts about which app will work best for your business it may be a good idea to analyze each service’s social metrics. Such metrics are usually a sign of how popular every solution is and how large is its online presence.For example, if you analyze Riskalyze LinkedIn account you’ll learn that they are followed by 3353 users. In case of HSI Donesafe the volume of followers on their LinkedIn page is 1490.
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