Riskalyze

"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 ...

"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 ...

"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"

What do you like best? Riskalyze is a great way to get a handle on the risk tolerance of clients. What do you dislike? It can be hard to find funds inside of 401k's or annuities. Recommendations to others considering the product: Make it easier to find funds, especially funds inside of 401ks and annuities What problems are you solving with the product? What benefits have you realized? It gives a questionnaire to walk a client through to determine their risk tolerance.

"Riskalyze - simple and easy"

What do you like best? The UI is very clean and intuitive, and it proves to be a great tool to easily demonstrate risk and retirement goals to clients. What do you dislike? I think it's great as it is. It's not super robust or complicated, but that is a good thing when you are using it for client meetings. Recommendations to others considering the product: This integrates really well with other platforms, and it's easy for the customer to complete the risk survey through an e-mail ...

"Riskalyze"

What do you like best? It is simple, clean, and very user-friendly for both the internal office staff and the client to use and understand. What do you dislike? Nothing at this point! It serves its purpose for what we need. Recommendations to others considering the product: Don't let its simplicity fool you! This is above and beyond the competitor, Hidden Levers. What problems are you solving with the product? What benefits have you realized? We are able to establish that risk tolerance ...

"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 ...