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Transparent Pricing. No Hurdles.
Pro
Pinpoint your client’s Risk Number® and build a portfolio to match it.
$165/mo
per advisor
Get Started
Risk Assessments
Portfolio Analysis
Retirement Maps
Stress Tests
Meetings
Check-ins
Lead Generation Questionnaire
Investment Policy Statements
Premier
Meet the world’s #1 Risk Alignment Platform.
$265/mo
per advisor
Get Started
Everything in Riskalyze Pro, plus:
Retirement Plans
Account Opening
Client Dashboard
Asset Sync
Data Sharing
Advanced Portfolio Stats
Docusign the IPS
Enterprise
Deliver the power of the Risk Number® to advisors at scale.
$365/mo
per advisor
Learn More
Everything in Riskalyze Premier, plus:
Custom Investment Choices
Custom Market Assumptions
Multi-team Access Control
Fully Customized IPS
Dedicated Account Manager
Customized Contract
Single Sign On
Price shown is based on an annual commitment.
Features
Risk Assessments
Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor’s Risk Number®.
Pro
Premier
Enterprise
Portfolio Analysis
Our powerful portfolio analytics engine calculates the Risk Number® of each portfolio to match it with investor risk preference.
Pro
Premier
Enterprise
Retirement Maps
Don’t wonder if a client’s risk preference will allow them to achieve their goals—calculate their probability and build a map to success.
Pro
Premier
Enterprise
Stress Tests
Run any of your client’s portfolios through a market timeline and compare them to just the right benchmark to make your point. Stress test them for a variety of stock and bond market scenarios.
Pro
Premier
Enterprise
Meetings
Effortlessly launch a secure meeting with your client, whether they're across the room or across the world.
Pro
Premier
Enterprise
Check-ins
Build a strong foundation to support your message between client reviews and give yourself an early warning signal when client psychology is deteriorating.
Pro
Premier
Enterprise
Lead Generation Questionnaire
Drop a simple link onto your website to turn it into an interactive risk analysis tool and a lead capturing machine. Leverage the powerful phrase “What’s Your Risk Number?” to incite curiosity with social media, an email signature, and anywhere else you’d like.
Pro
Premier
Enterprise
Investment Policy Statement
Build a clear roadmap for your clients with a printable Investment Policy Statement. Set better expectations with statements that are simple and understandable, yet include all the key elements you need as an advisor. Enterprise customers can customize the IPS proprietary content as needed (professional services fees apply).
Pro
Premier
Enterprise
Client Dashboard
Give your clients a Risk Number-centric view into their wealth with our client dashboard. Let your clients update their Risk Number, check their balances and progress to goal, and if their accounts are on Autopilot, they can even update their goals and request changes to how they're invested.
Pro
Premier
Enterprise
Retirement Plans
Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B or Simple IRA plan participants with just a few clicks. Build a relationship with participants by matching them to the right set of elections, and gain new clients for life.
Pro
Premier
Enterprise
Account Opening
Doing paperwork isn't where advisors deliver value to their clients, but it's a chore that every advisor has to do. Speed it up and make it simpler with automated form filling for great custodians like TD Ameritrade and TCA (more custodian partners to come).
Pro
Premier
Enterprise
Asset Sync
Seamlessly sync in outside assets from thousands of institutions so you can show prospects they're invested wrong, work your client's 401K into the equation, or keep a holistic view of a large client's distributed wealth. Just send a request to the investor's inbox or slide your keyboard across the desk — it's that simple.
Pro
Premier
Enterprise
Data Sharing
Make it easy for all of the advisors and staff in your firm to share clients and portfolios, while maintaining the firm's ownership of its critical data and history of client engagement, even when advisors leave.
Pro
Premier
Enterprise
Custom Investment Choices
With over 85,000 stocks, ETFs, mutual funds, and more at an advisor's fingertips, our enterprise partners can customize the availability of investment choices, contributing proprietary strategies to the platform, or creating a white-list or black-list of investment choices that can be included in proposals. (Some professional services fees may apply, depending on complexity.)
Pro
Premier
Enterprise
Custom Market Assumptions
Does your research team have a very specific view of capital market assumptions and risk methodology? Enterprise customers can work with our research team to insert their own risk lens to power the Risk Number analytics. (Some professional services fees may apply, depending on complexity.)
Pro
Premier
Enterprise
Multi-team Access Control
Custom access configurations keep you in control. Set granular permissions to ensure users are working with the right data in the right contexts. Create multiple team structures, and allow some users access across the entire enterprise.
Pro
Premier
Enterprise
Dedicated Account Manager
The industry’s best support team loves serving those who empower the world to invest fearlessly, and nobody knows that better than our enterprise partners. Our proactive, dedicated enterprise account managers aim to delight and ensure your specific needs are promptly met.
Pro
Premier
Enterprise
Customized Contract
Enterprise customers at minimum scale can negotiate a customized contract that meets the needs of your institution’s legal, governance, risk and compliance teams.
Pro
Premier
Enterprise