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
- RFID and Barcodes
- Schedule management
- Safety scoring
- Email Notifications
- Lockout/Tag out (LOTO)
- Ad hoc Audit request
- Fast Audits
- Avoid Duplication of data
- Automatic Scheduling
- Safety Dashboard
- Works Offline & Online
- Contrasting Interface
- Reporting & Analytics
- Corrective Actions
Pricing Info
Field iD’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Field iD integrates with the following business systems and applications:
- SAP
- Microsoft Dynamics
- CRM
- Outlook
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stimson Lumber Company, DuPont Pioneer, Gator Rigging
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
Ensuring safety at workplaces will not only reduce liabilities but will also reduce your costs.
Company Email
fieldidcontact@mlock.com
Contact No.
Company's Address
111 Queen Street East, Suite 240
Toronto, M5C 1S2 Ontario
Canada
Field iD Comparisons
Popular Field iD Alternatives
Both Riskalyze and Field iD were reviewed by a panel of independent B2B experts who carried out a thorough analysis of all important aspects of every solution. Their final score was calculated using our unique SmartScore system that provides an individual partial score to each element such as: main features, client support, mobile support, security, customer satisfaction and reviews in other media. Here at FinancesOnline we know useful features are not the only thing important to a business so we make sure we pay attention to all aspects of a software prior to coming up with its final score.
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