Riskalyze
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Document expiry reminders
- Unlimited permissioned users
- Custom document tagging
- In system notifications
- User activity log
- Backup and virus scan
- Document revision history
- AWS Cloud security
- Login to submit a support ticket 24/7
- Submit and review new feature requests
Pricing Info
Pricing Info
TrackMyRisks offers the following business systems and applications:
Classic – £30/month
- Up to 50 Live Documents
- Unlimited Document History
- Unlimited Permissioned Users
- Custom Document Tags
- Backup & virus scan
- User activity log
- Online support
Professional – £90/month
- All Classic features
- Up to 500 Live Documents
Enterprise – Custom Enterprise Pricing
- All Professional Features
- 750 Live Documents
- Account manager
- Enterprise KPIs
- Your logo on the dashboard
- Industry-specific templates
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Unigloves, CVM Group, MRSL Enterprise
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
Compliance and document management control software designed to help enterprises and organizations adhere to their standard operating procedures, industry policies, and other critical processes.
Company Email
info@trackmyrisks.com
Contact No.
Company's Address
Continuity Partner Ltd.
71-75 Shelton Street
London, WC2H 9JQ
United Kingdom
TrackMyRisks Comparisons
Popular TrackMyRisks Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
In the event you are still having doubts about which software will work best in your case it might be a sound idea to take a look at each service’s social metrics. These metrics are quite often a sign of how popular each app is and how big is its online presence.For instance, if you analyze TrackMyRisks LinkedIn account you’ll find out that they are followed by 45 users. In case of Riskalyze the number of followers on their LinkedIn page is 3353.
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