Riskalyze Review: Is It The Right Investment Portfolio Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
SOC 2Starts from $250 / Month
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
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What is Riskalyze?
Riskalyze makes in-depth risk analysis on client portfolios easier than ever. Its comprehensive risk assessment services provide accurate risk assessment results and help clients gain control of their portfolio. Riskalyze's unique Risk Number® technology performs detailed risk analysis allowing users to make smart investment decisions. In addition, users can use its retirement map feature to help clients meet their specific goals with a calculated probability. Riskalyze also offers integrations with Redtail, Salesforce, RBC, eMoney
Pricing
Starts from $250 / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:🇺🇸
Riskalyze Software Demo
Riskalyze was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Riskalyze
- Team types
- Large Enterprises, Medium Business
Ready to try it?
Get started with Riskalyze
Connect with the team for a personalised demo.
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Compare Riskalyze side-by-side with top Investment Portfolio Management Software alternatives.
What is the pricing of Riskalyze?
Riskalyze Pricing Plans
Riskalyze Select
$250
/Month
Risk Assessments
Portfolio Risk
Retirement Maps
Stress Tests
Meetings
Show more +
Riskalyze Elite
$350
/Month
Includes features of Riskalyze Select plan, plus
Detailed Portfolio Stats
Individual Security Analysis
Timeline
Advisor Marketing Kit
Show more +
Riskalyze Enterprise
$450
/Month
Includes features of Riskalyze Elite plan, plus
Share Clients, Portfolios, and Models
Custom Investment Choices
Custom Market Assumptions
Custom Default Model Portfolios
Show more +
Riskalyze reviews and ratings
Buyer sentiment
Buyer sentiment is mixed across 56 reviews, so it is worth reviewing the tradeoffs closely.
What users are saying
MA
Marcus A
12/19/23
"Simple questionnaire that can be easily emailed to clients/prospects within one minute typically."
What do you like best about Nitrogen? Simple, useful risk questionnaire which can be quickly sent to clients. What do you dislike about Nitrogen? ‘Be ...
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AU
Anonymous User
11/22/23
"Nitrogen's risk tolerance content is great!"
What do you like best about Nitrogen? I have been using Nitrogen (formerly Riskalyze) for several years and I find it very useful for my advisory ...
Read more
AU
Anonymous User
11/22/23
"Nitrogen's risk tolerance content is great!"
What do you like best about Nitrogen? I have been using Nitrogen (formerly Riskalyze) for several years and I find it very useful for my advisory ...
Read more
MK
Maggie K
11/21/23
"A Key Piece of My Tech Stack"
What do you like best about Nitrogen? I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. ...
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AR
Alonso R
11/21/23
"It is an excellent tool to help clients during periods of market turbulence."
What do you like best about Nitrogen? Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is ...
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AR
Alonso R
11/21/23
"It is an excellent tool to help clients during periods of market turbulence."
What do you like best about Nitrogen? Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is ...
Read more
What are the features of Riskalyze?
A heat map (or heatmap) is a color-coded graphical representation of data. Heatmaps make it simple to see and understand complex data at a g…
The practice of increasing client interest in a company's goods or services is known as lead generation. List building, e-newsletter list ac…
Meetings are an essential part of any organization, whether it be in person or through virtual platforms. They provide a structured and orga…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Risk assessment is a crucial feature of software solutions designed to help organizations identify and mitigate potential risks. It involves…
Riskalyze security and data handling
Key compliance certifications and security features for IT and security teams evaluating Riskalyze.
Certifications
Developer & data
Alternatives to Riskalyze
Riskalyze Support Options
Frequently Asked Questions About Riskalyze
Common questions buyers ask before choosing Riskalyze.
Riskalyze is a Investment Portfolio Management Software. Riskalyze offers Heatmaps, Portfolio Management, Meetings, Risk Assessment and many more functionalities.
Some top alternatives to Riskalyze includes SaaSLicense, Morningstar Office, Qualified, AnalyticsVerse and Ripsaw.
Riskalyze offers Subscription pricing model
The starting price of Riskalyze is $250/Month
Ready to try it?
Get started with Riskalyze
Get connected with the team for a personalised demo.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].