Riskalyze

(10)
4.1 out of 5 stars

Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

Work for Riskalyze?

Learning about Riskalyze?

We can help you find the solution that fits you best.

Riskalyze Reviews

Ask Riskalyze a Question
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • For Category
  • Industry
Ratings
Company Size
User Role
For Category
Industry
Showing 10 Riskalyze reviews
LinkedIn Connections
Riskalyze review by User in Banking
User in Banking
Validated Reviewer
Review Source

"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 business problems are you solving with the product? What benefits have you realized?

This system was used in a previous role of mine for risk assessment of lending mclients. I really enjoy how concise the findings are. The product is fairly easy to use and the fact that it quantifies the risk into a single number is very beneficial in comparison to past systems I have used to achieve the same goal.

Sign in to G2 Crowd to see what your connections have to say about Riskalyze
Riskalyze review by Jamie R.
Jamie R.
Validated Reviewer
Verified Current User
Review Source

"Simple and attractive interface..."

What do you like best?

Simple way to help gauge the investment risk tolerance for a client. Familiar use of the "speed limit" sign visual.

What do you dislike?

It would be very nice to know more about the risk model definition and make it more flexible for consistency with my other tools.

What business problems are you solving with the product? What benefits have you realized?

Provides a simple way to communicate the alignment (or misalignment) of risk tolerance with a client portfolio.

What Other Finance & Insurance solution do you use?

Thanks for letting us know!
Riskalyze review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"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 link.

What business problems are you solving with the product? What benefits have you realized?

We are able to track a client's risk tolerance, which not only makes them more comfortable, it also keeps us compliant that we can show clearly we know our clients needs.

Riskalyze review by User
User
Validated Reviewer
Verified Current User
Review Source

"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 business problems are you solving with the product? What benefits have you realized?

Riskalyze allows us to determine a client's risk tolerance and create a portfolio that is aligned with that risk tolerance.

Riskalyze review by Samantha S.
Samantha S.
Validated Reviewer
Verified Current User
Review Source

"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 business problems are you solving with the product? What benefits have you realized?

creating fund lineups, etc. for clients

Riskalyze review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"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 business problems are you solving with the product? What benefits have you realized?

We are using Riskalyze to generate a client's risk tolerance and then use it to invest similar risks in similar portfolios, saving us time and resources.

Riskalyze review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Good product"

What do you like best?

It is easy to set up, solicit risk numbers from your website visitors, and to analyze a portfolio.

What do you dislike?

For us, we were not getting enough regular conversions from prospect to client.

What business problems are you solving with the product? What benefits have you realized?

Used it as a CTA for our website and blog visitors. We thought people would be interested in finding out if there personal risk number was aligned with their investments. Unfortunately, our audience did not seem to care about this much.

Riskalyze review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"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 business problems are you solving with the product? What benefits have you realized?

We are able to establish that risk tolerance analysis was done for our clients, which satisfies compliance, and then clearly show the client if their retirement plan is on track and in the right risk level.

Riskalyze review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"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 business 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 review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"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 business 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.

Kate from G2 Crowd

Learning about Riskalyze?

I can help.
* We monitor all Riskalyze reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.