Riskalyze breaks down a very complex topic and concept into one number, making it easy for investors to understand their true risk profile. Review collected by and hosted on G2.com.

Nothing! They have a great offering for advisors that is also very helpful for clients. Review collected by and hosted on G2.com.

Easy and quick to use with clients. Great place to start analyzing clients risk tolerance. Emails report easily Review collected by and hosted on G2.com.

Maybe final report could me a lityle more detailed. Review collected by and hosted on G2.com.

It is easy for the client to understand. I am able to load an existing portfolio and quantify the clients risk while being able to show them real risk and performance data. Then I can very easily give them an "apples-to-apples" comparison of how working with us and our portfolios compare. Review collected by and hosted on G2.com.

I honestly don't really have any complaints. Review collected by and hosted on G2.com.

It is very simple to use and provides a good visual representation to the client who may not understand the dynamics of a portfolio but can still communicate effectively to where the material is understandable and relevant. Review collected by and hosted on G2.com.

Nothing major. Some minor caveats. I would like to see a copy portfolio feature to where you can bulk move all the positions to cash instead of having to click on them individually or the alternate step of remembering what the account balance is when you create a new proposal if you don't copy the holdings. The RTQ only has positive or negative in regards to the market and confident or anxious in the financial future. I wish those had a third option in the middle. Review collected by and hosted on G2.com.

I love how the software help me grow my financial business by assigning a score to stock, mutual fund, and bond holdings Review collected by and hosted on G2.com.

I cant think of any feature that I would change. Review collected by and hosted on G2.com.

I like the way it can show the "risk" of a portfolio in simple terms Review collected by and hosted on G2.com.

System is "glitchy", often unresponsive, requires logging out and logging in and maybe you'll get done what you came there for. Review collected by and hosted on G2.com.

Riskalyze has a simple and elegant user interface. It has a very easy to understand (both for client and advisor) system by which "risk" is quantified. Review collected by and hosted on G2.com.

There are securities missing from their interface. Most of the annuities included in the database have outdated or difficult-to-find ratings of the subaccounts. A lot of the analytics for each holding is inaccessible from the client-level interface and you have to go back out to the main screen to access. Review collected by and hosted on G2.com.

The Riskalyze software allows us to know the exact amount of risk a client want to take as well as the exact amount of risk the client is currently taking. It also provides the ability to show the clients a retirement map to help them save for their future. Riskalyze also creates an Investment Policy Statement which is a clear benefit for both of our relationships. The very first client we used it on moved enough money to pay for the software due to the detail that Riskalyze provided!! It has been the best investment in to our practice that we have made. Review collected by and hosted on G2.com.

Nothing, the software, support and tools are easy to integrate into your business. When we joined the onboarding team was great at helping us get trained as well as directing us to different self training sites for the furtherance of our training. The software is very robust and can be a little intimidating at first, this could be a problem for a busy advisor trying to integrate this into their practice. Review collected by and hosted on G2.com.

It's hard to say what the best is. They were the first with real risk tolerance analysis and from what I've seen, they're still the leader. They continue to innovate and add value for advisors. They've gone from a service I used to measure a client's risk tolerance to being one of the three software tools I couldn't live without. The other two are my CRM - Redtail and my financial planning program. Review collected by and hosted on G2.com.

No real downsides that I can think of. You need to spend the time to understand how the program works and what the information is that you're getting. Review collected by and hosted on G2.com.

We love the risk number! Modern platform, with advanced tools to incorporate your own models or those of large asset managers. Numerous integrations. Retirement Map feature is good for basic planning. *Outstanding* customer support--fast and thorough. Conscientious folks from the top down. All around, they are our favorite software provider. Annual conference is a must-attend. Review collected by and hosted on G2.com.

Automatically classifying certain esoteric assets can be problematic, but there are workarounds. Biggest gripe as a solo adviser (2 people total) is extra cost to add a (true) assistant's license, as that capability is helpful especially if you get into some of the more advanced features like portfolio management, as well as review prep and just monitoring client data in the program. I say "true" assistant to differentiate between us in solo firms vs. a hypothetical group of a half-dozen practicing advisers under one "team." There should be an option to have one extra login for solo shops. Review collected by and hosted on G2.com.