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Riskalyze app for iPhone and iPad


4.4 ( 6864 ratings )
Finance
Developer: Riskalyze, Inc.
Free
Current version: 1.02, last update: 4 years ago
First release : 29 May 2019
App size: 12.24 Mb

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 users Account Settings after purchase.

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