Riskalyze is a financial planning and risk management platform that helps advisors create personalized, goal-based investment plans for their clients.

Riskalyze

Name: Riskalyze
Rating: 4.1 (83 reviews)

Riskalyze is a financial planning and portfolio management platform designed for investment professionals. It uses data-driven tools to help advisors create customized client experiences, visualize risk tolerance, and recommend suitable investment portfolios tailored to individual investor needs and goals, aiming to improve client outcomes and advisor productivity.

Get Started

Reviews and Ratings of Riskalyze

We have gathered all the data so you don't have to.

Making decisions simple and saving your time and money.

G2 Rating

4.1 (70 Reviews)

SaasGuro Rating

Overall 4.1 (83 Reviews)

Value for Money

Ease of Use

Support

Capterra Rating

4.0 (13 Reviews)

What verified reviews from expects say about
Riskalyze

Insights from field experts about Riskalyze from first hand

J. Foster

Riskalyze's algorithm-based portfolio management platform has been a game-changer for me, offering tailored investment recommendations and real-time risk assessments with unparalleled accuracy, allowing me to confidently navigate my clients' financial futures.

S. Taylor

Riskalyze's promise of "perfect" portfolio alignment fell flat for me. The platform is clunky and hard to navigate, with a steep learning curve and annoying pop-ups. Expected more from a tool designed for financial professionals. Disappointing experience overall.

K. Thomas

I've been using Riskalyze to manage my investment portfolio and I'm thoroughly impressed. The platform's risk assessment feature has helped me refine my asset allocation and feel more confident in my investment decisions. The user-friendly interface makes it easy to monitor and adjust my p...

A. Edwards

I've been using Riskalyze for my personal investments and I'm thoroughly impressed. The portfolio stress test feature has given me a clear understanding of how different market scenarios could impact my assets, allowing me to make more informed decisions about my investments. The software'...

Riskalyze is best fit for these top industries

Visit Website

Manufacturing

Manufacturing industry software for production planning, quality control, and supply chain management. Advanced solutions to monitor processes, ensure product standards, and track materials. Trusted by manufacturers to support reliable and high-quality production.

Hospitality

Hospitality industry software for hotel management, guest services, and booking operations. Top solutions to handle reservations, manage staff, and improve guest experiences. Trusted by hotels and resorts to support efficient and welcoming hospitality services.

Agriculture

Agriculture industry software for crop management, livestock tracking, and supply chain operations. Advanced solutions to monitor growth, manage resources, and ensure sustainability. Key tools for efficient and productive farming practices.

Alternatives to Riskalyze you might consider and compare

These are alternatives that you can choose from and compare to best align with your interests and filed of expertise.

SimilarWeb Pro

SimilarWeb Pro is a web analytics platform providing website traffic data and insights into competitors, keywords, and audience demographics, helping users understand their online presence and develop effective marketing strategies.

Cash App

Cash App is a peer-to-peer mobile payment service that allows users to send and receive money digitally, making financial transactions easy, fast, and secure through a simple user interface.

Seeking Alpha

Seeking Alpha is a platform that provides financial research and insights through its stock screener, news aggregator, and article platform allowing users to make informed investment decisions by analyzing market trends and company performance.

Toggle

Toggle is a data management platform that helps businesses optimize and personalize customer experiences by providing real-time insights, automation, and integration with various systems.

WOWS Cap Table

WOWS Cap Table is a cloud-based capitalization table management software designed for startups and venture-backed companies. It streamlines cap table calculations, equity stake tracking, and investor data management, providing real-time visibility into ownership structures and investor relationships. The platform automates complex calculations, ensuring accuracy and compliance with regulatory requirements.

HiddenLevers

HiddenLevers is a cloud-based portfolio management platform that helps investment professionals and financial institutions create and manage customized investment portfolios, offering features such as risk analysis, optimization, and performance tracking.

Excel Price Feed

Excel Price Feed is a cloud-based pricing and inventory management tool that helps online retailers optimize their product listings on Amazon and eBay by providing accurate prices, product details, and inventory updates in real-time.

Dolibarr ERP CRM

Dolibarr is a free and open-source Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) software that streamlines business processes, manages customer interactions, and optimizes operations with customizable modules.

Macabacus

Macabacus is a cloud-based business intelligence and financial analysis platform that automates Excel tasks, streamlines reporting, and enhances collaboration through built-in tools, templates, and integrations with popular productivity software.

Explore more Alternatives

Frequently asked questions about Riskalyze

Find answers to the most relevant queries to be able to make decisions right away.

What is Riskalyze?

How does Riskalyze assess risk tolerance?

Can I use Riskalyze for both individual and institutional clients?

Is Riskalyze integrated with popular trading platforms?

Can I white-label the Riskalyze platform for my own brand?

Hi there, what do you need?

We need a reliable project management software for 50 for less than 10$ per user...

Audit platform with integrated learning and inventory management...

I need a dental clinic software to handle, bookings and payments...

Recommend me an easy and fast to implement chatbot for our support...

Our Advanced algorithm will find the best solution for your needs and filter out all the nonsense and marketing buzz for you