Managing risk and effectively articulating risk to a client was extremely difficult before Riskalyze came along and revolutionized the process. I call my pre-Riskalyze days the Dark Ages of managing money. I no longer feel like I'm managing money in the dark. Riskalyze has turned on the bright lights and brought clarity to risk management and portfolio construction. Review collected by and hosted on G2.com.

Not much to improve on here. Possibly improving Retirement Map and integrating more Financial Planning in addition to the Risk Analysis. However, overall I love Riskalyze and couldn't imagine managing money without it. Review collected by and hosted on G2.com.

Very few tools out there present complex topics like risk/reward in a client focused presentation. Client love the simplicity of the program. The tool is also very good for winning business from other firms which don't use Riskalyze. Review collected by and hosted on G2.com.

Any dislikes I have with the tool have been fixed over the last few years. The feedback team is very responsive to any issues you have. Review collected by and hosted on G2.com.

Riskalyze is intuitive and so easy to use. Results are very helpful to explain risk tolerance to clients, enabling an easy move to investment management options for clients. Review collected by and hosted on G2.com.

I can't think of anything I dislike. I used it for a few years, and then recommended it to the principals of my firm, who are now avid users also. Review collected by and hosted on G2.com.

Great technology and interface. Easy for both the advisor and clients to understand a difficult concept for so many years Review collected by and hosted on G2.com.

So far, nothing. customer service has been tremendous and always willing to assist with items and scenarios we encounter. Review collected by and hosted on G2.com.

Risk Number questionnaire is a unique spin on the typical risk tolerance questionnaire. It's also great that we can customize the questionnaire to match the client's portfolio, so they can see (in real dollars) how taking on more risk will affect their portfolio. Review collected by and hosted on G2.com.

I wish it synced better with our recordkeeping system (FIS Relius). We also use RedTail, which syncs great. Review collected by and hosted on G2.com.

Riskalyze's blend of behavioral finance with analytics provides a much more realistic assessment of a client's true risk tolerance than purely analytical questionnaires Review collected by and hosted on G2.com.

There could be a better explanation of the methodology of the risk questions for clients so they better understand the intent of the questions before they begin the survey Review collected by and hosted on G2.com.

Riskalyze puts real dollar amounts to gains and losses for clients during the risk assessment. After you enter their portfolio amount, they can see what a certain percentage loss or gain would actually look like in real numbers. It also assigns every holding they have a risk score, and weights their entire portfolio to show whether or not it lines up with what their risk score was, which has been very helpful in illustrating the real need for recommended portfolio allocation changes on more than one occasion. Review collected by and hosted on G2.com.

It took awhile to get a handle on how to enter portfolios in to the software accurately, as numbers and percentages can automatically change as you add more holdings if you do not do it correctly from the start. This has caused frustration, but is more of a learning process than a flaw. Review collected by and hosted on G2.com.

The questionnaire that Riskalyze provides for clients to use creates great client engagement and provides an excellent visual for them based on real numbers of growth or decline of their portfolio, providing real examples of how certain market events could alter their total assets. Review collected by and hosted on G2.com.

It is sometimes difficult to enter client portfolios and took awhile to learn how to do it without skewing the dollar amounts and/or percentages of holdings Review collected by and hosted on G2.com.

Concept of what they have attempted to address Review collected by and hosted on G2.com.

They refused to let me out of contract early, even though I had paid for 10 months and never used. Must be desperate for cash flow. Poor customer service. Review collected by and hosted on G2.com.

Since I have to write 40 words here, I have enjoyed how difficult they make it for clients to cancel a subscription service. They are rude and arrogant. I think they have hired back all the ex-AOL online customer service reps. Review collected by and hosted on G2.com.

Piece of nonsense software run by a piece of s... company. Dont expect anything. You just need to pay the bills which they believe they are entitled lifetime. Review collected by and hosted on G2.com.