Showing prospects their current portfolios lack reward for the risk they are taking on. Shows how an RIA can beat out the Ed Jones - Wells Fargo of the world - with rewarding risk with return properly. Also a great review tool and risk analysis for a client and their situation in today’s exciting environment. Review collected by and hosted on G2.com.

I recommend Riskalyze system because it is a unique manager of sales market management sharing, where its tools create impressive statistical measurements, systematization of statistical adjustments, qualifying analysis of commercial presentation links, automatic accounting estimates production security coding, characterization of files to make investments of commercial origin, molding of fixed assets, incorporation of procedures with date of payment fulfillment, aggregation of management of contacts, formation of support of automatic leadership of portfolios, uses of percentages of profit of simple sample, occupation of sources of sharing of contents numbers, transform this application into the best financial option. Review collected by and hosted on G2.com.

To establish management of technical development of inventories, collaborative budget writing, systematization of investments in real time, automatic learning selection, advice of charge of accounts protected in the cloud, development of economic financing of product elaboration, alignments of control of accounting failures, incorporation of market analysis follow-ups, acceptance of remote meetings, grouping of online questionnaires, customer data relation, measurement of electronic portfolio accounting, automatic data base arrangements, are part of the uses registered by my company in this application. Review collected by and hosted on G2.com.

When I first started using Riskalyze they were the only solution (other than the usual 8 questions on a sponsor's website) for risk assessment. There are other players now. I would recommend doing your due diligence comparing Riskalyze to the others. With the most recent downturn in the market due to the pandemic, I plan on seeing how the 95% holds up. Review collected by and hosted on G2.com.

Reviewing apparent risk is a prospects current portfolio. Helping them see how being with a financial advisor who works for and with them benefits them. Review collected by and hosted on G2.com.

I use it primarily to compare investments to use in portfolio/model construction. It helps to really see and share the things investors care about - can I achieve a comfortable ride to my investment goal? If not, what do I need to do to get there? Review collected by and hosted on G2.com.

In fairness, I have a bias to Riskalyze because I have used them since inception. There is not a perfect software for anything, but I find their risk software platform to be pretty damn awesome. I even read the 1-star reviews on G2 before posting this review, and it appears most of the low ratings submitted were for contractual issues and not the software itself. I will certainly contact Riskalzye and encourage them to better address contractual disagreements, but it is their company, and I'm sure there is another side to every story. I am always willing to discuss Riskalzye with an advisor seeking to improve client relationships. Review collected by and hosted on G2.com.

Riskalyze allows me to describe portfolio risk to clients accurately to understand better their portfolio decisions and the inherent volatility of various securities. When advisors and clients understand risk correctly, the result is a committed investment policy, empowering the advisor-client relationship to flourish. Review collected by and hosted on G2.com.

As previously mentioned, being able to quantify your portfolio with a risk score is a huge accomplishment. Also, quantifying our own individual portfolio and aligning a score is also extremely helpful. Review collected by and hosted on G2.com.

I have found that it is well worth the monthly subscription for our business. I see it as an investment in my business and a way to help increase the level of service to our clients. Review collected by and hosted on G2.com.

Riskalyze helps answer abstract questions in a more defined way. My clients have expressed their appreciation for walking them through the risks we face during these unprecedented times. I couldn't do that without Riskalyze. Review collected by and hosted on G2.com.

Be clear about the terms of the contract. I have had better service dealing with gym membership and cable company billing then I have with Riskalyze Review collected by and hosted on G2.com.

No benefits from the system. I realized that they have been able to take money from me while providing mediocre customer service at best. Review collected by and hosted on G2.com.

We are showing clients the portfolio stress test results related to their portfolio and the retirement map. Both of these are well received by clients. They often provide feedback which reinforces our value to them as their advisor. Review collected by and hosted on G2.com.

Speak directly with Riskalyze to learn about this great product. Then sign up for a trial subscription to make an informed decision. It has more than paid for itself numerous times by uncovering client assets previously unknown to our firm. Review collected by and hosted on G2.com.

Riskalyze is a very good program to establish a client's risk number, the risk number of their investments, and the risk number they should consider to have a high probability of a successful retirement.

Our firm has been more successful in uncovering previously unknown client assets and obtain new clients using Riskalyze. Review collected by and hosted on G2.com.