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Riskalyze

Riskalyze

by Riskalyze, Inc.

16 ratings
5 reviews
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • May 29, 2019
  • November 14, 2019

Developer

Riskalyze, Inc.
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About

This companion app for financial advisors offers at-a-glance client summaries and workflows. It enables quick responses to leads and check-ins, and allows for mobile review and approval of trades.

✓Client summaries
✓Lead and check-in notifications
✓Quick response to leads
✓Trade dashboard
✓Approve or snooze trades
Show original description

What's New in Riskalyze

1.02

November 14, 2019

Thanks for using the Riskalyze App! This release includes bug fixes and general improvements.

User reviews

Most RecentHighest RatedLowest Rated

App won’t log in…on iPhone.

Also…need an iPad version
TFSanDiegoTFSanDiego

Does not work

Does not login. It seems like the company has given up on mobile app.
crazyreptile91crazyreptile91

Will not open

Can’t open- Authentication Error. User session expired. I’m not able to get past 1 step.
Forsyth MorganForsyth Morgan

iPhone version with very limited capabilities

Was hoping to get a fully integrated iPad version of the app, BUT....
GovernerGoverner

Very limited

I was hoping to have the ability to do a risk interview with a prospect via this app. Nope.

And, it is only designed for an iphone and not the iPad.

Keep working on it!!!!
986boxster986boxster

Developer apps

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💼 Business

(18)

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FAQ

What is Riskalyze used for?

Riskalyze is a mobile companion app for financial advisors. It provides at-a-glance workflows and summaries to engage with clients, get notified of new leads or completed questionnaires, and respond quickly to client interactions.

Is Riskalyze free to use?

Yes, Riskalyze is a free companion app. The description does not mention any costs associated with using the app itself, but it is designed to complement the main Riskalyze platform.

What devices does Riskalyze support?

Riskalyze is available on iPhone, iPad, and iPod devices. It was released on May 29, 2019, and its latest version is 1.02, last updated on November 14, 2019.

How secure is Riskalyze?

The provided description does not detail specific security measures for the Riskalyze app. However, as a financial tool, it is expected to adhere to industry standards for data protection.

What kind of financial transactions can I manage with Riskalyze?

You can view all trades in your dashboard and approve or snooze them directly from your phone using the Riskalyze app. This allows for efficient management of client trades on the go.

How often is Riskalyze updated?

The Riskalyze app was last updated on November 14, 2019, with version 1.02. Information on the frequency of future updates is not provided in the app description.

What is the user rating for Riskalyze?

Riskalyze has a rating of 2.4 stars from 16 ratings. This suggests that while the app offers useful features for financial advisors, user satisfaction may be mixed.

Does Riskalyze have ads?

The provided data does not indicate whether Riskalyze contains advertisements. The app is described as free, but the presence or absence of ads is not specified.