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 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

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

Information

Seller
Riskalyze, Inc.
Size
11.7 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2019 Riskalyze, Inc.
Price
Free
In-App Purchases
  1. Pro $164.99
  2. Premier $264.99

Supports

  • Family Sharing

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

More By This Developer

You May Also Like