Workiva
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Ad Hoc reports
- Approval process management
- Archiving & retention
- Business processes
- CASS RP
- Collaboration
- Collection and testing
- Control self assessment
- Controls testing
- Data consistency
- Data linking
- Data management
- Digital records
- Disclosure management
- Document management
- Environmental compliance
- Export & reporting
- Finance and accounting
- Financial reports
- History and audit trail
- ICAAP/ILAAP
- Instant updates
- Insurance management
- Marketing reports
- ORSA
- Real-time dashboard
- Real-time data
- Resolution and recovery plans
- Review capabilities
- Risk assessment
- Sales reports
- Sarbanes-Oxley compliance
- Schedule automatic reminders
- Sign-off and certification
- Single source of truth
- Solvency II
- Status tracking
- Statutory account reporting
- Stress testing
- Version control
Pricing Info
Pricing Info
Details on Workiva enterprise pricing plans are given upon requesting for a quote from a sales representative.
Integrations
Integrations
Workiva integrates with the following business systems and applications:
- Amazon Web Services (AWS)
- Anaplan
- Business Wire
- Fastpath
- Host Analytics
- Intacct
- Sage Intacct
- Oracle Netsuite
- Oracle Gold Partner
- Workday
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
American Equity Investment Life Holding Company, Dr. Pepper Snapple Group, Noodles & Company World Kitchen, Upland
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
Workiva is an integrated compliance management solution for organizationsā SOX, audit, regulatory, and risk requirements.
Company Email
Contact No.
Company's Address
Workiva
2900 University Blvd, Ames, IA 50010
USA
Workiva Comparisons
Popular Workiva 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
Both Workiva and Riskalyze were evaluated by a panel of reliable B2B experts who conducted a detailed analysis of all important elements of each app. Their final rating was prepared with unique SmartScore algorithm that calculates an individual partial score to each component such as: main functionalities, client support, mobile device support, security, customer satisfaction as well as reviews in other media. Here at FinancesOnline we are aware that useful features are not the only factor important to a business so we do our best to pay attention to all sides of a service prior to calculating its final rating.
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