Riskalyze

"Great Account Analysis Tool"

What do you like best about Nitrogen? Super easy to use- allows me to analyze and grade prospects and clients portfolios. I use it with all my clients. It changes the conversation from just performance and asset allocation and helps me better explain to clients the risk they are taking. What do you dislike about Nitrogen? It is a little slow sometimes. I wish it would process faster. What problems is Nitrogen solving and how is that benefiting you? Client conversations have changed or at ...

"We have used Riskalyze (Notrogen) for years"

What do you like best about Nitrogen? Easily creates understandable client/prospect presentations. Great tool in making informed data driven choices for portfolio positions. What do you dislike about Nitrogen? Some features load really slowly, not helpful in fixing the issue. What problems is Nitrogen solving and how is that benefiting you? Data driven approach to portfolio management

"We have used Riskalyze (Notrogen) for years"

What do you like best about Nitrogen? Easily creates understandable client/prospect presentations. Great tool in making informed data driven choices for portfolio positions. What do you dislike about Nitrogen? Some features load really slowly, not helpful in fixing the issue. What problems is Nitrogen solving and how is that benefiting you? Data driven approach to portfolio management

"Fraud"

What do you like best about Nitrogen? I enjoyed having a platform that remained fair priced to build and manage risk in my clients portfolios. What do you dislike about Nitrogen? I feel this business has lost its way regarding customer service; they renewed my account at a 45% increase, picked a new plan for me, and changed my request to deal via phone to email. This became known to me when I inquired about the increased charge and was informed that they emailed me four times in March to ...

"Reason for my switch from Riskalyze to Pershing financial services"

What do you like best about Nitrogen? The most helpful thing that i found about Riskalyze was it's customer support as in its financial advisors are very knowledgeable which seems to be evident as they give various solutions of one problem so that client like us can choose the better option Second best thing is the risk alignment platform which even Pershing financial services don't provide. What do you dislike about Nitrogen? Its really hard for clients like us to trading at the end of the ...

Ask others before you buy- as of right now... not worth the cost.

Riskalyze can be a robust add to an advisor's tool chest if it worked consistently. From my experience the only thing consistent is it's unreliability. The reports are lacking and it is rather expensive for what it does do. Unfortunately I rate this a 1 1/2 star as the worst thing for me to do is work on a client the evening before and have to reschedule because the system is unresponsive - yes, having to login numerous time over 1 1/2 hours and still not get done (and then the next ...

"Incredibly useful and accessible software with room for improvement"

What do you like best? 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. What do you dislike? 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 ...

"Creates excellent client conversations"

What do you like best? 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. What do you dislike? No real downsides that I can think of. You need ...

"Essential tech for digital advisors"

What do you like best? Riskalyze breaks down a very complex topic and concept into one number, making it easy for investors to understand their true risk profile. What do you dislike? Nothing! They have a great offering for advisors that is also very helpful for clients. What problems are you solving with the product? What benefits have you realized? Riskalyze not only helps drive in new potential leads but it is a great tool to remind clients of why they are invested a certain way, helping ...

"Creates excellent client conversations"

What do you like best? 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. What do you dislike? No real downsides that I can think of. You need ...