What is Riskalyze and how does it work? Riskalyze is a platform that financial advisors use to accurately assess the risk level of their clients’ portfolios. It helps clients understand the current and desired risk level of their investments. The platform eliminates stereotypes and reduces risks in real-time. One of its features, called Risk Number®, analyzes portfolio risks in detail to assist users in making more informed investment decisions. Advisors can use retirement maps to calculate the probability of achieving specific goals. Riskalyze also allows users to analyze external assets and provide a comprehensive overview for clients. The software integrates seamlessly with other applications such as Redtail, Salesforce, RBC, eMoney, and Zapier. It offers features like lead generation questionnaires, printed reports, partner stores, scenarios, and detailed portfolio statistics.
