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What is minITs?

Consolidate all your meetings through a single online platform and track the completion of tasks until they reach resolution. With our minITs mobile app, you can easily manage your tasks from any location using your smartphone. Gain instant access to your portfolio of programs and projects with a simple click, allowing you to have a holistic view to monitor progress and spot potential challenges within your teams. Meetings can often present significant hurdles for organizations, such as delays, unresolved action items, lagging minutes, incomplete tasks, excessive lengths, and various other issues. MinITs distinguishes itself as an innovative cloud-based software solution that has transformed the way organizations conduct their meetings, promoting efficiency and accountability throughout each session. By optimizing the entire meeting experience, minITs empowers teams to concentrate on what is most important: fostering effective communication and achieving successful results. This approach ultimately leads to improved teamwork and enhances overall productivity within the organization.

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 The practice of categorizing investors solely based on age-related criteria has become outdated.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

Media

Media

Integrations Supported

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

API Availability

Pricing Information

$3 per user per month
Free Trial Offered?

Pricing Information

$250 per month

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
Online Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Mosaique

Date Founded

2005

Company Location

United Kingdom

Company Website

www.mosaiquegroup.com/minits

Company Facts

Organization Name

Riskalyze

Date Founded

2011

Company Location

United States

Company Website

www.riskalyze.com

Categories and Features

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Meeting Preparation Tools
Minutes Management
Post-Meeting Tools
Scheduling

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

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