Riskalyze Reviews in January 2025: User Ratings, Pros & Cons

"Simple questionnaire that can be easily emailed to clients/prospects within one minute typically."

What do you like best about Nitrogen? Simple, useful risk questionnaire which can be quickly sent to clients. What do you dislike about Nitrogen? ‘Be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifies you for free licenses. I wouldn’t say we were scammed but were sold on this fact, and they over subscribed us licenses including, one ...

"Nitrogen's risk tolerance content is great!"

What do you like best about Nitrogen? I have been using Nitrogen (formerly Riskalyze) for several years and I find it very useful for my advisory firm. Nitrogen is easy to use and was equally easy to integrate into our workflow. The best feature for my firm is Nitrogen’s Risk Number. The Risk Number quiz is easy for the client to take in a few minutes and the resulting information is useful for starting a conversation with the client about an investment plan. What do you dislike about ...

"Nitrogen's risk tolerance content is great!"

What do you like best about Nitrogen? I have been using Nitrogen (formerly Riskalyze) for several years and I find it very useful for my advisory firm. Nitrogen is easy to use and was equally easy to integrate into our workflow. The best feature for my firm is Nitrogen’s Risk Number. The Risk Number quiz is easy for the client to take in a few minutes and the resulting information is useful for starting a conversation with the client about an investment plan. What do you dislike about ...

"Advisor and Client Friendly"

What do you like best about Nitrogen? Designing portfolios to match risk scores. The risk number questionnaire is phenomenal. What do you dislike about Nitrogen? Does not allow for shared access to retirement plans. What problems is Nitrogen solving and how is that benefiting you? It helps assess a client's current portfolio risk score and ensure their desired risk score is aligned with their portfolio. It also scorecards our model portfolios so they fit a desired risk target and GPA score.

"It is an excellent tool to help clients during periods of market turbulence."

What do you like best about Nitrogen? Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is well thought out and allows clients to have a quick view of their portfolio versus their risk profile. One of the functions that has protected us the most as an investment advisory firm is that the client signs an investment policy where everything is clearly explained. They have an excelent. In addition to this, they have a wonderful customer ...

"A Key Piece of My Tech Stack"

What do you like best about Nitrogen? I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. The stress-test feature is also very useful. The best aspect for me is the rebalancing. It is easy to use their models, create your own, and trade on your preferred platform. It saves valuable time. I have been an early adopter and it would take quite a bit for me to look at another resource. The customer support is efficient and effective as ...

"Advisor and Client Friendly"

What do you like best about Nitrogen? Designing portfolios to match risk scores. The risk number questionnaire is phenomenal. What do you dislike about Nitrogen? Does not allow for shared access to retirement plans. What problems is Nitrogen solving and how is that benefiting you? It helps assess a client's current portfolio risk score and ensure their desired risk score is aligned with their portfolio. It also scorecards our model portfolios so they fit a desired risk target and GPA score.

"It is an excellent tool to help clients during periods of market turbulence."

What do you like best about Nitrogen? Before using Nitrogen, clients did not understand that markets have two sides that go up and down. This tool is well thought out and allows clients to have a quick view of their portfolio versus their risk profile. One of the functions that has protected us the most as an investment advisory firm is that the client signs an investment policy where everything is clearly explained. They have an excelent. In addition to this, they have a wonderful customer ...

"A Key Piece of My Tech Stack"

What do you like best about Nitrogen? I love that I can easily walk a client through the current risk of their portfolio and the recommended changes. The stress-test feature is also very useful. The best aspect for me is the rebalancing. It is easy to use their models, create your own, and trade on your preferred platform. It saves valuable time. I have been an early adopter and it would take quite a bit for me to look at another resource. The customer support is efficient and effective as ...

"Great for client conversations!"

What do you like best about Nitrogen? First and foremost, it's a great risk analysis tool. It helps clients understand portfolio risk and normal performance ranges during market volatility. Additionally, the portfolio analytics, statistics, stress tests, research functionality and more are extremely helpful and robust. What do you dislike about Nitrogen? Can't think of much that doesn't work well, and they're always looking to add more functionality and improve the software. What problems ...