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

"Stay away from Riskalyze"

What do you like best? Concept of what they have attempted to address What do you dislike? They refused to let me out of contract early, even though I had paid for 10 months and never used. Must be desperate for cash flow. Poor customer service. Recommendations to others considering the product: Think before you sign contract. Most companies will let you out if unhappy or unsatisfied. These guys will not. If you have a great product/service this contract would not be necessary. Think about ...

"Dishonest company"

What do you like best? Since I have to write 40 words here, I have enjoyed how difficult they make it for clients to cancel a subscription service. They are rude and arrogant. I think they have hired back all the ex-AOL online customer service reps. What do you dislike? Piece of nonsense software run by a piece of s... company. Dont expect anything. You just need to pay the bills which they believe they are entitled lifetime. Recommendations to others considering the product: Seek anything ...

"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 ...

"Terrible product in my opinion. Graphs are a joke. Reports do not include needed graphs."

What do you like best? Nothing at all. When i asked about the graphs being used in the report to show clients, they kept telling me to cut and paste from the program and basically make my own report. Then when I cancelled they jerked me around and kept trying to bill me after they said they would not. What do you dislike? The product cannot produce reports with any of the useful graphs. They told me to cut and paste them and make my own report. Then when I tried to cancel, they started ...

"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 - ...

"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 ...

"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"

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.