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
- DIY Customs Compliance Solution
- ISF/Form 10+5 Filing
- Entry Summary Self-Filing
- Clearance Process Control
- Entry Summary Broker-Filing
- Dashboard
- Delivery Order
- Device-Agnostic
Pricing Info
Eezyimport offers the following enterprise pricing:
ISF Self-Filing – $10
Entry Summary Self-Filing – $35
ISF Self-Filing – $10
Entry Summary Broker-Filing – $65
- The duties and fees are only calculated after the main filing. The CBP’s verification of the duties is taken into account as well.
- Importers need to handle the payments and charges for the carrier or forwarder’s local representatives.
Single ISF Customs Bond – $45
- Entered value + duties is less than or equal to $12,500
Single Entry Customs Bond – $70
Continuous (Annual) Customs Bond – $295
- ISF bond + Summary Entry bond
Integrations
eezyimport integrates with these systems:
- PayPal
- ABI Software
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Carlton P., Michael G., Desmond M.
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
Eezyimport is a customs compliance platform that gives importers a more convenient and affordable way of filing ISF and Entry Summary documents and data.
Company Email
help@eezyimport.com
Contact No.
Company's Address
Eezyimport
214 S. DuPont Highway Camden,
Delaware 19934 United States
eezyimport Comparisons
Popular eezyimport Alternatives
In the event you are still having doubts about which service will be best for your business it might be a sensible idea to analyze each service’s social metrics. Such metrics are usually a way to see how popular every solution is and how extensive is its online presence.For instance, if you analyze Riskalyze LinkedIn page you’ll find out that they are followed by 3353 users. In case of eezyimport the number of followers on their LinkedIn page is 322.
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