Top Riskalyze Alternatives

Perform risk assessment

Through this system, you can tell your clients about the risk factor involved with their portfolio using real-dollar amounts, which are more quantitative and intuitive for the investor. This feature eliminates the need for answering subjective questions and filling forms to get to know your risk profile. The due diligence you perform can be well documented using Riskalyze as all assessments are timestamped and categorized. It then saves these assessments for later, and your agents can later quantitatively show them to the clients to generate confidence. Scientific methods and algorithms are utilizable to create an adequate Investor Risk Number.

Generate retirement maps

Your agents can know whether a client's investment portfolio will take them to their desired goals without involving any guesswork. Riskalyze provides an accurate probability of the success rate of their plan and builds a map. You can align the risk capacity and portfolio risk together to create a bigger picture that describes the profitability of the client and outline the overall risk they should be taking for fruition. Also, you can run their files through a stress test that checks the strength of investments in case of a market crash. Such a measure helps in setting expectations.

Meetings and check-ins

Riskalyze helps your agents set up virtual meetings with clients from any location to any other. Along with face to face interface, you can access retirement maps, questionnaires, and portfolios from any computer with an internet connection. The system is safe from any data theft as it is abstractable from other people besides your clients in case your agents click on anything else by mistake. A built-in early warning system is usable by your users to send their feeling about confidence in their portfolio, which can help you pre-assess any risk.