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Riskalyze
4
48
Riskalyze is a company that created the Risk Number® and offers a Growth Platform for advisors, wealth management firms, and asset managers. The platform provides insights and analytics to help clients invest fearlessly.
Strengths
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Risk Assessment
Accurately assesses risk tolerance of clients
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Portfolio Analysis
Provides detailed analysis of client portfolios
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Compliance
Helps advisors comply with regulations
Weaknesses
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Pricing
Pricing may be too high for some advisors
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Integration
May not integrate with all other software used by advisors
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Ease of Use
May be difficult for some advisors to learn and use
Opportunities
- Opportunity to expand into new markets
- Opportunity to form partnerships with other software providers
- Opportunity to offer more customization options for advisors
Threats
- Competition from other risk assessment and portfolio analysis software providers
- Changes in regulations could impact the software's compliance features
- Changes in economic conditions could impact demand for the software
Ask anything of Riskalyze with Workflos AI Assistant
https://www.riskalyze.com/
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Riskalyze Plan
Riskalyze offers three pricing plans: Essentials for $99/month, Professional for $199/month, and Premier for $299/month, each with increasing features and capabilities.