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What is Riskalyze?

When financial advisors proactively discuss risk, it empowers investors to make more informed decisions with greater confidence. The practice of categorizing investors solely based on age-related criteria has become outdated. It is crucial to focus on investors' interests and back this up with quantitative data. By implementing Risk Assessments, we can accurately gauge an investor's preferred level of risk, effectively challenging the traditional stereotypes that make conventional risk tolerance evaluations less relevant. Utilizing an advanced scientific methodology allows for the objective determination of an investor’s Risk Number® from any location, whether in close proximity or separated by distance. Furthermore, conducting a detailed portfolio analysis provides a holistic view of an investor's current risk exposure, facilitating a stronger alignment with their financial aspirations. This tailored approach not only enhances investment strategies but also fosters a deeper understanding of individual preferences and unique situations, ensuring that each investor's needs are adequately met. In this way, financial advisors can build lasting relationships based on trust and transparency.

What is ClearForce?

ClearForce: Protect Your Organization While Cultivating a Culture of Trust. Our employee risk management solution operates around the clock, concentrating on the identification and reduction of employee stress to effectively mitigate risk. Relying solely on traditional pre-employment background checks is not enough to ensure safety. What distinguishes ClearForce from the rest? The ClearForce Resolve™ platform offers robust protection for both organizations and their staff by continuously monitoring and evaluating risky behaviors. It delivers prompt, event-triggered warnings about external employee misconduct and actions that may endanger the organization, its employees, or its clients. Moreover, ClearForce Resolve™ is unique in that it connects various departments—HR, Security, and Legal—into a cohesive system, making the investigative process more efficient and effective. Each behavioral alert, incident report, and complaint is meticulously recorded, archived, and analyzed within the Resolve framework. As a result, resources that were previously devoted to gathering data, conducting research, and drawing connections can now be redirected to other critical functions. By implementing our platform, organizations not only improve their security protocols but also create a more supportive and healthier workplace for everyone involved. Ensuring a trustworthy environment ultimately leads to increased employee morale and productivity.

Media

Media

Integrations Supported

Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Fidelity
MoneyGuide
Moneytree
Orion
Redtail CRM
Salesforce
SmartOffice
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
Zapier

Integrations Supported

Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Fidelity
MoneyGuide
Moneytree
Orion
Redtail CRM
Salesforce
SmartOffice
SmartOffice
TD Ameritrade
Wealthbox
Yodlee
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Pricing Information

$15000 per user, per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Riskalyze

Date Founded

2011

Company Location

United States

Company Website

www.riskalyze.com

Company Facts

Organization Name

ClearForce

Date Founded

2015

Company Location

United States

Company Website

clearforce.com

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

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