Povečaj izkupljivost portfolija z Riskalyzicem, platforcom za upravljanje nevarnosti, ki ponuja osebne investicijske priporočila in samoupravljalne rešitve za financijske svetovalce in institucije.
Zbrali smo vse podatke, da vam tega ni treba, zaradi česar so odločitve preproste in vam prihranijo čas in denar.
Poiščite specifično funkcijo, ki bi morala platforma ustrezati vaši organizaciji.
Descubra qual o plano de preços mais adequado para si.
Essential insights for your clients. Perfect for new advisors or small teams.
Advanced portfolio analytics and custom client reports for growing teams.
Powerful portfolio analytics, advanced reporting, and premium support for enterprise firms.
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To so alternative, med katerimi lahko izbirate in jih primerjate, da se najbolje uskladijo z vašimi interesi in strokovnim področjem.
Poiščite odgovore na najustreznejše poizvedbe, da se boste lahko takoj odločili.
Riskalyze is a financial planning and risk management platform that helps advisors create personalized, goal-based investment plans for their clients.
Riskalyze uses a proprietary questionnaire to assess an individual's risk tolerance based on their investment goals, time horizon, and comfort with market volatility.
Yes, Riskalyze is designed to be used for both individual and institutional clients. The platform can be tailored to meet the unique needs of each type of client.
Yes, Riskalyze integrates with a number of popular trading platforms, including Fidelity, Charles Schwab, TD Ameritrade, and more.
Yes, Riskalyze offers a white-labeled version of its platform that can be customized with your firm's branding and logos.