| Riskalyze | Finametrica | Kwanti | RiXtrema | FinMason | SmartRisk Pro by PrairieSmarts | HiddenLevers | Pocket Risk | |
|---|---|---|---|---|---|---|---|---|
| Price | $145/month | $990 annual subscription; discounts available | $80/month | $150-$300 (Standard-PRO subscription) | Depends on integration and feature set | 10-day free trial, $125/month; $1,375 annual | $250-$1,000 month (basic to elite); custom pricing for enterprise | 1 adviser: $64 per month; 2 advisers: $99 per month; 3-5 advisers: $215 per month; 6+ advisers: Custom pricing |
| Mobile ready | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Client portal | Not in Riskalyze; Yes in Autopilot | ✖ | ✖ | ✓ | ✓ | In development | ✖ | ✓ |
| Single risk tolerance questionnaire | ✓ | ✓ | ✖ |
✓
(in partnership with FinaMetrica) |
✓ | Via integrations | ✓ | ✓ |
| Couple risk tolerance questionnaire | ✓ | ✓ | ✖ |
✓
(in partnership with FinaMetrica) |
✓
(depending on platform) |
Via integrations | ✓ | ✓ |
| Custom risk questionnaire | ✓ | ✖ | ✖ | ✖ | Depends on adviser platform | Via integrations | ✓ | ✓ |
| Report generator | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stress testing |
✓
(4 'standard' stress tests and unlimited adviser-driven stress tests) |
✓
(through integration with Rixtrema) |
✓
(predefined scenarios) |
✓ |
✓
(full suite of historical, hypothetical and statistical stress tests) |
✓ | ✓ | ✖ |
| Custom branding | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Portfolio Optimizer | ✓ |
✓
(through integration with Rixtrema) |
✓ | ✓ | ✖ | ✖ | ✓ | ✓ |
| Re-assessment reminders | ✓ | ✓ | ✖ | ✓ | Depends on adviser platform | ✓ | ✓ | ✖ |
| Downside scenarios | ✓ |
✓
(through integration with Rixtrema) |
✖ | ✖ | ✓ | ✓ | ✓ | ✓ |
| Custom feature availability |
✓
(firm, asset manager or adviser level) |
✓
(can customize adviser portal with branding and client messaging) |
✖ | ✓ | ✓ |
✓
(custom time frames, risk factors benchmarks, model portfolios, mock portfolios/custom metrics available through enterprise offering) |
✓ | ✓ |
| Customer support (phone/email /web) |
✓
(phone, live chat, email, live training, knowledge base, etc.) |
✓
(phone/email/web) |
✓
(phone/email) |
✓
(24-hour help desk plus dedicated consultant) |
✓
(email/web) |
✓
(in addition to 1x1 training and consultations with Ph.D.s) |
✓
(one-on-one training, phone support, online chat, email support)
|
✓
(phone/email /web) |
| Integrations | Advizr, Albridge, Black Diamond, Blueleaf, CircleBlack, eMoney, Hidden Levers, Morningstar Office, Orion, RBC, Redtail, RetireUp, Salesforce, Trust Company of America, TD Ameritrade Institutional, Wealthbox, Zapier | MoneyGuidePro, Finance Logix, PlanPlus, Redtail, Rixtrema, Orion and IPSadvisorPro (fi360) | Black Diamond, TD Ameritrade, Advyzon, BlueLeaf, TradePMR, Redtail | TD Ameritrade, Albridge, Morningstar, FinaMetrica, Quovo, Black Diamond | ✖ | Orion, Redtail (other major platforms upcoming) | 23 integrations, including single sign-on, and portfolio sync with major software providers and custodians | Redtail - CRM |
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