Gatekeeper
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
- Comprehensive contract management platform
- AI-powered contract analysis and data extraction
- Automated workflow engine
- Touchless Contracts
- eNegotiate
- eSign
- Employee and vendor portals
- Market IQ
- Balanced scorecards
- Spend module
- Risk module
- Email alerts and renewals management
- Centralized communincations
- Secure document management
- Risk, compliance and event Tracking
- Full customization
- Seamless integration
- Enterprise-grade security
- Fully searchable audit trail
- Unlimited storage
Pricing Info
Gatekeeper provides various pricing plans that come with unlimited users and unlimited eSignature support. Do note that all plans are charged annually.
Essentials – $1,125 per month
- 150 Contracts
- 150 Suppliers
- Unlimited eSign Licenses
- Unlimited Users
- Unlimited Archived Suppliers and Contracts
- Professional Onboarding
- Annual Reviews
Pro – $2,715 per month
- All features in Essentials
- 500 Contracts
- 500 Suppliers
- Bi-annual Reviews
Enterprise – $4,815 per month
- All features in Pro
- 1,000 Contracts
- 1,000 Suppliers
- Custom Terms and SLA
Enterprise Custom
- Bespoke plan for large businesses.
Integrations
Gatekeeper has dedicated integrations with Oracle NetSuite, Salesforce, Microsoft Dynamics, and a range of Single-Sign-On options such as:
- Okta
- Microsoft
- OneLogin
Gatekeeper also has an open API so it can be connected seamlessly to any relevant software solution. It also works with Zapier to give further, granular options.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Location Live, Aviva, Superdrug
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
Manage and process contracts in one place. Reduce manual steps in contracting processes using its unique AI-powered features, smart workflow engines, powerful portals, fully-featured modules, and extensive integrations with other business applications.
Company Email
support@gatekeeperhq.com
Contact No.
Company's Address
117 Fenchurch Street
London
EC3M 5DY
Gatekeeper Comparisons
Popular Gatekeeper Alternatives
It may not always be enough to just compare Riskalyze and Gatekeeper against one another. Although reliable functionalities, pricing plans and customer reviews are all important and should be considered when making a final choice, you should also take a look at the recognition and awards merited by each app. Frequently a less known app may turn out to be a good choice that was a winner of many SaaS awards such as our Exceptional Customer Support Award which proves that despite lesser market presence it’s a worthy contender to the solutions that dominate the market.
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