Choose the Right Plan for Your Team
From independent RIAs to the nation’s largest broker-dealers, Riskalyze offers transparent pricing and the right solution for you and your firm.
The firmwide alignment platform to drive a consistent client experience across your advisors, and compliance analytics for every account. We offer custom pricing for firms.
Let us help you build a solid foundation for long-term success and accelerate your firm’s growth. Contact us to learn more.
Compare Our Plans
| Features | Riskalyze Select |
Riskalyze Elite |
Riskalyze Ultimate |
|---|---|---|---|
| Risk Assessments | |||
| Portfolio Risk | |||
| Retirement Maps | |||
| Stress Tests | |||
| Meetings | |||
| Check-Ins | |||
| Lead Generation Questionnaire | |||
| Risk/Reward Heatmap | |||
| Partner Store | |||
| Riskalyze GPA® | |||
| Printed Reports | |||
| Scenarios | |||
| Discovery | |||
| Detailed Portfolio Stats | |||
| Individual Security Analysis | |||
| Timeline | |||
| Advisor Marketing Kit | |||
| Retirement Plans | |||
| Outside Asset Sync | |||
| ComplianceCommand Center allows you to sift through your firm’s accounts and figure out which ones have a risk mismatch with their documented risk objective. | |||
| Team BrandingTake the industry’s leading risk questionnaire and make it your own. With custom reports, report attachments, and the Risk Questionnaire, you can promote your brand — not ours. | |||
| Share Clients, Portfolios, and ModelsMake 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. | |||
| Multi-Team Access ControlCustom 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. | |||
| Dedicated Relationship ManagerThe 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 relationship managers aim to delight and ensure your specific needs are promptly met. | |||
| 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.) | |||
| Custom Default Model Portfolios*Build a sandbox around available research by customizing which models are in the the Riskalyze Partner Store. | |||
| Fully Customized IPS*Customize the PDF and printed reports to reinforce your firm's brand. | |||
| Enterprise IntegrationsSnap Riskalyze into your advisors’ existing workflows and unlock the ability to connect multiple offices into the same instance of your portfolio management platform. | |||
| Custom Investment ChoicesWith 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.) | |||
| *Professional services fees apply. | Get Started | Get Started | Get Started |
Frequently Asked Questions
How can I pay?
We accept payment via ACH or credit card. In some cases, third party checks from custodians can be applied to your account. Enterprise clients can arrange to pay by ACH push or wire transfer with prior credit approval.
Which plan is right for me?
Each advisor and their business is unique. Depending on what your goals are we’ll make sure to match the right plan to you and your firm. If you need help in choosing the right plan, contact our sales team.
Should we share licenses?
Each registered staff member would need their own license. Riskalyze is most powerful when the entire office embeds it into their process. See how this firm made Riskalyze an integral part of the business. Learn what Office Pricing can do for your team!
Is my data secure?
Yes, we take the protection of your data very seriously at Riskalyze. You can find more in our Privacy Policy and Terms of Service.
Do I need to sign a contract?
Yes, our pricing and contracts have been designed to help you build a successful business. We’re focused on the long-term, and believe that committing to our investment in each other delivers long term value to your business. Read more about contracts from our CEO, Aaron Klein.
Are there training resources?
You bet there is! It’s easy and you can do it. Riskalyze invests resources to make sure you get the most value out of the product as you embed it into your process. Check out more at riskalyze.com/training.