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

"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 ...

"Riskalyze is a great help!!"

What do you like best? It is great being able to quantify your portfolio and match it to clients risk tolerance. Risk tolerance is an art and a science. Riskalyze makes the client conversation easier to conduct. We consistently use it to get client scores and we also use it to back test our own internal models for a risk number. What do you dislike? In putting portfolios manually is a little cumbersome. However, If you have an Excel file, drag and drop is real simple. What problems are you ...

"Riskalyze"

What do you like best? Great technology and interface. Easy for both the advisor and clients to understand a difficult concept for so many years What do you dislike? So far, nothing. customer service has been tremendous and always willing to assist with items and scenarios we encounter. What problems are you solving with the product? What benefits have you realized? Better able to communicate risk levels and rewards with clients

"Riskalyze"

What do you like best? Great technology and interface. Easy for both the advisor and clients to understand a difficult concept for so many years What do you dislike? So far, nothing. customer service has been tremendous and always willing to assist with items and scenarios we encounter. What problems are you solving with the product? What benefits have you realized? Better able to communicate risk levels and rewards with clients

"Riskalyze is a great help!!"

What do you like best? It is great being able to quantify your portfolio and match it to clients risk tolerance. Risk tolerance is an art and a science. Riskalyze makes the client conversation easier to conduct. We consistently use it to get client scores and we also use it to back test our own internal models for a risk number. What do you dislike? In putting portfolios manually is a little cumbersome. However, If you have an Excel file, drag and drop is real simple. What problems are you ...

"A Service that works poorly at best"

What do you like best? The best part of the service is the sales presentation from the sales people. What do you dislike? The documentation does not work well, data input is difficult at best, to get the most out of the service you have to continually purchase the add ins, if you try to cancel the service you receive a threat they will submit "breach of contract" to FINRA, they do an auto annual renewal without notification. Of course they will not permit a cancellation of the contract, but ...

"Wonderful presentation software"

What do you like best? I love how the software help me grow my financial business by assigning a score to stock holdings What do you dislike? I cant think of any feature that I would change. What problems are you solving with the product? What benefits have you realized? illustrating complicated financial topics such as volatility

"Wonderful presentation software"

What do you like best? I love how the software help me grow my financial business by assigning a score to stock holdings What do you dislike? I cant think of any feature that I would change. What problems are you solving with the product? What benefits have you realized? illustrating complicated financial topics such as volatility

"Riskalyze is efficient and great for a client visualization and engagements"

What do you like best? The questionnaire that Riskalyze provides for clients to use creates great client engagement and provides an excellent visual for them based on real numbers of growth or decline of their portfolio, providing real examples of how certain market events could alter their total assets. What do you dislike? It is sometimes difficult to enter client portfolios and took awhile to learn how to do it without skewing the dollar amounts and/or percentages of ...

"Riskalyze is efficient and great for a client visualization and engagements"

What do you like best? The questionnaire that Riskalyze provides for clients to use creates great client engagement and provides an excellent visual for them based on real numbers of growth or decline of their portfolio, providing real examples of how certain market events could alter their total assets. What do you dislike? It is sometimes difficult to enter client portfolios and took awhile to learn how to do it without skewing the dollar amounts and/or percentages of ...