Riskalyze

About

Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and empowers advisors to automate client accounts with Autopilot Trading. The company also delivered the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables compliance teams and enterprises to develop real-time visibility, increase revenue, spot issues, and navigate changing fiduciary rules with Compliance Cloud.Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly.

Contacts

Products / Services

  • Riskalyze
  • Autopilot
  • Retirement Solutions
  • Partner Store
  • Compliance Cloud

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 30
Partnership: 0
Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...
Integrations: 15
Partnership: 0
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...
Integrations: 6
Partnership: 0
BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals. BlackRock...
Integrations: 2
Partnership: 0
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private...
Integrations: 31
Partnership: 0
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...
Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 4
Partnership: 0
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign...
Integrations: 11
Partnership: 0
E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...
Integrations: 24
Partnership: 0
Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...
Integrations: 11
Partnership: 0
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable...
Integrations: 3
Partnership: 0
Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.
Integrations: 25
Partnership: 0
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...
Integrations: 9
Partnership: 0
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms...
Integrations: 13
Partnership: 4
LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...
Integrations: 10
Partnership: 0
LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...
Integrations: 3
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...
Integrations: 16
Partnership: 0
Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...
Integrations: 5
Partnership: 0
In today’s digital world, the ability to communicate with your clients through text message is integral to the client/advisor relationship....
Integrations: 18
Partnership: 0
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and...
Integrations: 21
Partnership: 0
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...
Integrations: 7
Partnership: 0
Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as...
Integrations: 5
Partnership: 0
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...
Integrations: 5
Partnership: 0
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around...
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 8
Partnership: 0
RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...
Integrations: 13
Partnership: 0
Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...
Integrations: 6
Partnership: 0
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...
Integrations: 28
Partnership: 0
After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...
Integrations: 31
Partnership: 0
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...
Integrations: 7
Partnership: 0
For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs) helping to provide the innovative...
Integrations: 42
Partnership: 0
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...
Integrations: 23
Partnership: 0
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial...

Partnership

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