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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 The practice of categorizing investors solely based on age-related criteria has become outdated.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 RiskAssess365?

Our innovative template empowers you to generate risk assessments that are not only straightforward but also accessible for a variety of tasks. It's widely acknowledged that a picture can convey a multitude of meanings, and this holds true in our approach. By utilizing our assessment editor, you have the flexibility to incorporate numerous control and hazard icons into your assessments as needed. Furthermore, our online wizard streamlines the process, enabling you to produce Task & PUWER Risk Assessments efficiently. Any modifications you make to your assessments can be automatically communicated to your colleagues, ensuring everyone stays informed. Additionally, you can securely store your risk assessments in the cloud, granting you uninterrupted access around the clock. Our intuitive traffic light system provides a quick visualization of the ratings associated with the task, both prior to and following the implementation of controls. This feature clearly highlights the potential risks to users who might neglect to adhere to the assessment. In summary, we prioritize clarity and accessibility, making risk management a more effective process for all involved.

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

API Availability

API Availability

Pricing Information

$250 per month

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

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

Sevron Safety Solutions

Date Founded

2007

Company Location

United Kingdom

Company Website

riskassess365.sevron.co.uk

Categories and Features

Investment Management

For Investment Advisors
Risk Management

Portfolio Analysis

Not specified

Risk Management

Risk Assessment

Stock Portfolio Management

For Investment Advisors
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Technical Analysis

Categories and Features

Risk Management

Dashboard
Risk Assessment

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