SAI360
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
- Risk Management
- Compliance Management
- Ethics and Compliance
- Audit Management
- Incident Management
- Vendor Risk Management
- Document and Policy Management
- Training and Awareness
- Data Security
- Workflow Automation
Integrations
SAI360 can integrate with popular content management systems (CMS) to facilitate the management of compliance documents, policies, and procedures. Here are some of the third-party apps that SAI360 seamlessly works with:
- Zapier
- Amazon Web Services
- Docusign
- Cornerstone OnDemand
- Enhesa
- Microsoft
- Protenus
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
PwC, KPMG, Cornerstone
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
A risk and compliance management platform designed to help your organization effectively navigate risk with a flexible, agile approach.
Company Email
Contact No.
Company's Address
Chicago, Illinois
205 West Wacker Drive, Suite 1800 Chicago, IL 60606
SAI360 Comparisons
Popular SAI360 Alternatives
No Compliance Management Software will be perfect enough to solve all the requirements of a business. Though core functionalities of Riskalyze and SAI360 are obviously a priority you should also carefully analyze the integrations provided by every product. In many cases you will already be making use of other types of SaaS software in your company and it’s much wiser to select services that integrate well with each other. If you do that you will be able to ensure a reliable transfer of data between your teams and apps, which can significantly reduce time spent on migrating between one product and the next.
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