iPhone Screenshots

Description

Take the power of Riskalyze on the go. This is a free companion app to Riskalyze, designed solely for financial advisors, that provides at-a-glance workflows and summaries to engage with clients in a whole new way.

Use the Riskalyze app to:
• Get a quick summary of any active client
• Get notified of any new lead, completed Risk Questionnaire, or Check-in
• Quickly respond to any recent lead or Check-in
• View all trades in your dashboard and approve or snooze from your phone

Payment will be charged to iTunes Account at confirmation of purchase. Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current monthly period. Account will be charged for renewal within 24-hours prior to the end of the current period. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase.

For questions about your subscription, please contact support@riskalyze.com, and for information on Riskalyze Terms of Service, visit https://www.riskalyze.com/legal#tos

What’s New

Version 1.02

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

Ratings and Reviews

3.3 out of 5
10 Ratings

10 Ratings

986boxster ,

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!!!!

Governer ,

iPhone version with very limited capabilities

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

App Privacy

The developer, Riskalyze, Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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