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
- Business Process Control
- Compliance Management
- Enterprise risk management
- Regulatory change management
- Investigation and Audit Management
- Policy and Document management
- FCPA Compliance management
- Corporate Integrity Agreement management
- IT Help desk management
- Incident, document tracking and case management
- Auditing
- Full text extraction
- Operational risk analysis
- FDA and HIPAA compliant
- Data mapping and topic clustering
- On-the-fly query designer
- Drag-and-drop interface
- Email notifications
- Assignment routing
- Template Library
- Advanced analytics
- eDiscovery Audio Review
Pricing Info
LogicGate’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Contact the vendor’s tech support to learn more on LogicGate’s connectivity.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Workflow automation software for enterprises to easily build business apps, manage complexity, and streamline communication using software’s intuitive UI. It is also used for business process control ranging from regulatory change management to compliance management. LogicGate is also known for its robust operational risk analysis tool.
Company Email
sales@logicgate.com
Contact No.
Company's Address
73 West Monroe St.
Chicago, IL 60603
USA
LogicGate Comparisons
Popular LogicGate Alternatives
Almost as important as functionalities and client support level are pricing options provided by Riskalyze and LogicGate. While cost should not be a deciding factor it’s without a doubt a key thing to think about. You should count on a flexible pricing package that can be matched with your business size and painlessly scaled up if your business expands. You should be certain you don’t select packages that have advanced functionalities that you won’t find a use for and always make an effort to get in touch with the vendor directly as big companies can often count on discounts. You should also give a chance to a free trial or demo of each product to spend at least some time working with it. It’s a useful experience that doesn’t need you to pay any money and offers a practical overview of what it’s like to work with Riskalyze and LogicGate.
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