Riskalyze

"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 Most of the annuities included in the database have outdated or difficult-to-find ratings of the subaccounts.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 ...

"Great Product for Interactive Determining Risk Tolerance"

What do you like best? Riskalyze is very user friendly and has an easy-to-use interface. What do you dislike? Sometimes the result of the risk tolerance is not completely accurate, due to the formula. Recommendations to others considering the product: If you're looking for a simple product to determine risk analysis for clients, Riskalyze is a great product to implement. It also integrates with a variety of financial software. What problems are you solving with the product? What benefits ...

"MY office loves riskalyze!"

What do you like best? riskalyze makes being an advisor easier and is so helpful What do you dislike? Riskalyze can be a bit tedious at times like most other products What problems are you solving with the product? What benefits have you realized? creating fund lineups, etc. for clients

"Easy Risk Assessment"

What do you like best? The platform is extremely easy to use and asks straightforward questions. What do you dislike? The answers seem to be skewed towards a certain direction and don't always accurately represent a client's risk. Recommendations to others considering the product: I would recommend this product if you are looking for a simple tool to determine risk tolerance for clients. What problems are you solving with the product? What benefits have you realized? We are using Riskalyze ...

"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 ...

"Good product for interactively assessing client/prospect risk"

What do you like best? Quick and easy to implement. Riskalyze allows you to solicit and diagnose someone's risk number and to analyze their portfolio. What do you dislike? Wish we could get a higher client conversions rate. Recommendations to others considering the product: Interesting product. Good feature to add to your website. I've heard advisors using this well for client discusions and meetings. What problems are you solving with the product? What benefits have you realized? Used it ...

"Powerful Risk Tolerance Questionnaire"

What do you like best? - Stress tests - Risk numbers provide a fast and quantitative way to summarize clients' risk tolerances and then show them what that number means in real life scenarios - Investment Roadmap is a good way to present proposals and compare a current risk score to a new portfolio What do you dislike? - No seamless way to send questionnaires to married couples, there should be a way to assign questionnaires in one group but it forces you to create separate households - ...

"Riskalyze"

What do you like best? I enjoy the ease of use (once initial training is complete) and the vast amount of information that the results provide are really beneficial to mitigating risk. The accuracy rate (I believe 95%), is one of the best you'll find, and really gives piece of mind. What do you dislike? Can be a challenge to use at first and train new users on, but it proves to be worth it in the long run.f What problems are you solving with the product? What benefits have you ...

"Ok, but not worth the cost"

What do you like best? Does a fairly decent job of analyzing risk factors in portfoloios What do you dislike? There are better programs on the market that do a more detailed analysis at a lower cost What problems are you solving with the product? What benefits have you realized? Comprehensive risk modeling of client portfolios. Does a decent job of giving a numerical factor of risk.

"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 ...