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A portfolio risk analysis and modeling tool that quantifies risk using a proprietary Risk Number methodology. Includes portfolio optimization, stress testing, and retirement planning capabilities.
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.). |
Riskalyze Elite offers flexible universe selection for portfolios, supporting stocks, bonds, and some alternatives. Source: product website and feature list. | |
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Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra). |
Not as far as we are aware.* Riskalyze does not natively offer traditional multi-factor models (e.g., Fama-French, Barra); its risk measurements are proprietary. | |
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Model Portfolios Ability to create and manage model portfolios as templates. |
Model portfolios are a core offering, as documented on the Riskalyze Elite product page. | |
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Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc. |
Custom constraints are available during optimization and modeling, per product documentation. | |
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Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives. |
The platform provides optimization tools for portfolio allocation, as promoted in its feature set. | |
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Rebalancing Tools Automated or manual tools for portfolio rebalancing. |
Automated and manual rebalancing are included. Supported per Knowledge Base and sales materials. | |
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Scenario Analysis Ability to simulate various market conditions or shocks. |
Scenario analysis and stress testing of market shocks is a key Riskalyze Elite feature. | |
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Multi-currency Support Ability to construct and track portfolios in multiple currencies. |
Not as far as we are aware.* Riskalyze manages USD-centric portfolios, with very limited to no explicit multi-currency workflow support. | |
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Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically. |
Not as far as we are aware.* No evidence of automated cash management tools for subscriptions/redemptions; platform focuses on asset allocation and analysis. | |
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ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets. |
ESG/SRI filtering available using integrated ESG data sources for model portfolios. Confirmed in product FAQs and partner datasheets. |
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Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics. |
Not as far as we are aware.* Riskalyze uses its own risk metrics (Risk Number) but does not provide true VaR calculation functionality. | |
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Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios. |
Stress testing by historical/hypothetical scenario is available and highlighted on the Elite page. | |
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Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc. |
Performance/risk attribution available at asset class and security level per platform documentation. | |
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Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price. |
Liquidity is included as part of risk assessment and asset analytics. | |
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Correlation Analysis Measurement of inter-asset and cross-portfolio correlations. |
Not as far as we are aware.* No evidence of correlation analysis tools across portfolios; functionality is focused on proprietary risk metric. | |
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Drawdown Measurement Calculation of historical and current maximum drawdowns. |
Drawdown analysis included, per Riskalyze report samples. | |
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Tracking Error Measurement of deviation from a benchmark index. |
Not as far as we are aware.* Tracking error (versus index) is not a highlighted feature; risk lens is proprietary. | |
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Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc. |
Risk/reward metrics, such as Sharpe Ratio, are included among reportable analytics. | |
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Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics. |
Not as far as we are aware.* Risk calculations are not real-time or intraday but are based on daily/static analytics. | |
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Beta Calculation Calculation of beta to major indices or custom benchmarks. |
Not as far as we are aware.* Beta calculation (to major indices or custom benchmarks) not natively available. |
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Custom Report Builder Ability to design and generate custom reports for stakeholders. |
Custom/exportable reports are a lead feature for Elite users. | |
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Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports. |
Automated scheduled reports supported; can be sent at defined intervals to clients. | |
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Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc. |
Multiple export formats (e.g., PDF, CSV, Excel) offered per documentation and web demo. | |
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Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively. |
Interactive dashboards available via the web user interface. | |
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Benchmarking Tools Visualization of portfolio vs. benchmark performance. |
Benchmarking against major indices visually supported in report outputs. | |
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Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views. |
Drill-down analysis to holdings and security-level details possible via dashboard. | |
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Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures. |
Pre-built and custom compliance reporting for U.S. regulations (e.g., Form ADV) supported. | |
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Client Statement Generation On-demand or batch production of investor/client statements. |
Statement generation for clients is standard; output is configurable. | |
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Branded Customization Support for client or firm branding in output documents. |
Reports can be branded for advisors and clients, supporting customization. | |
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Data Visualization Speed Time required to render large portfolio visualizations or dashboards. |
No information available |
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Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others). |
Supported integrations with several market data vendors plus feeds for pricing. | |
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Real-time Price Feeds Support for live security pricing updates. |
Not as far as we are aware.* Provides daily rather than truly real-time price feeds. | |
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Historical Data Coverage Access to deep historical prices, returns, corporate actions. |
Access to historical pricing and returns per supported asset coverage. | |
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Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets. |
Supports specialty data e.g. ESG, social security maximization; alternative data integrations mentioned. | |
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Instrument Coverage Breadth Number of securities/instruments supported. |
No information available | |
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APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically. |
APIs are supported for data import/export per developer documentation. | |
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Custom Data Mapping Support for user-defined instrument or classification schemes. |
No information available | |
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Frequency of Data Updates How often database is refreshed with new data. |
No information available | |
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Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems. |
Not as far as we are aware.* Integration with third-party OMS/EMS is not advertised for Elite; platform targets advisors, not institutional workflow. | |
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Cloud Data Access Web-based, cloud storage, and remote-access options for data. |
Riskalyze is a cloud-based solution accessible via web from anywhere. |
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Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level. |
TWR calculations included in performance analysis outputs. | |
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Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods. |
Money-weighted return (IRR/XIRR) calculation is present in reporting suite. | |
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Gross and Net Performance Calculation of returns before and after fees/expenses. |
Gross and net performance reporting is standard and covers before/after advisory fees. | |
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Performance Attribution Ability to analyze sources of returns at various levels. |
Performance attribution is available by asset and security. | |
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Custom Period Calculation Support for non-standard or custom time periods. |
No information available | |
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Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years). |
Rolling period analysis options (e.g., trailing 1, 3, 5 years) available. | |
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Multi-currency Returns Returns in base and local currencies, with currency impact analysis. |
Not as far as we are aware.* Riskalyze assumes USD base currency; no true multi-currency performance reporting. | |
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Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions. |
Dividend/income analysis is supported to inform portfolio analytics. | |
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Peer Group Comparison Comparative returns versus peer group/fund category. |
No information available | |
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Speed of Performance Calculation Time required to compute returns over multi-year periods. |
No information available |
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User Access Management Control permissions by team member role and portfolio. |
Role-based user access and controls are part of the administrative toolset. | |
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Version Control Track portfolio/model version histories and restore prior states. |
No information available | |
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Change Audit Trail Comprehensive logging of changes to portfolio and settings. |
No information available | |
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Collaboration Notes/Comments Internal note system and workflow tagging. |
No information available | |
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Task Assignment/Tracking Assign and monitor tasks related to portfolio management. |
No information available | |
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Notification & Alert System Customizable in-app or email alerts for key events. |
Notifications and alerting system is present for portfolio events and client communications. | |
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Portfolio Sharing Share models/data securely with colleagues or clients. |
Portfolio sharing (with clients via secure web links and views) is an advertised feature. | |
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Approval Workflow Multi-stage approvals for allocation or trading decisions. |
No information available | |
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Template Library Central repository for commonly used models/templates. |
Template/model library is offered for both investment models and client-facing outputs. | |
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Concurrent User Support Number of users who can work on portfolios simultaneously. |
No information available |
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Rule-based Compliance Engine Flexible creation and application of investment guidelines. |
Compliance rule builder for investment guidelines is advertised. | |
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Pre-trade Compliance Checks Monitor guideline adherence before trades are executed. |
Pre-trade (hypothetical) compliance checks supported; part of optimization and proposal workflows. | |
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Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches. |
No information available | |
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Automated Breach Alerts Automatic alerting when compliance rules are violated. |
No information available | |
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Documentation Management Archive regulatory, legal, and guidelines documentation. |
No information available | |
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Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken. |
No information available | |
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Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.). |
Compliance support for SEC-regulated and U.S.-registered investment advisors. No direct mention of global frameworks, but some flexibility for international support. | |
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KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools. |
No information available | |
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Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.). |
Some automated regulatory filing generation (e.g. Form ADV) available. | |
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Compliance Rule Capacity Maximum number of distinct rules or guidelines supported. |
No information available |
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Customizable Workspace Personalize layouts, dashboards, and menus. |
Workspace/layout customization is supported via dashboard configuration. | |
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Multi-language Support Availability of platform in multiple languages. |
No information available | |
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Mobile/Tablet Access Optimized interface for mobile or tablet devices. |
No information available | |
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Accessibility Features Compliance with accessibility standards such as WCAG. |
No information available | |
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Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components. |
No information available | |
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Navigation Speed Time to load or navigate typical screens. |
No information available | |
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Onboarding Tutorials Built-in guided product tours and helpsheets. |
No information available | |
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Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks. |
No information available | |
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Client View Mode View interface/outputs as an end-client would see them. |
Client view mode is present, allowing advisors to preview statements/outputs as clients will see them. | |
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Bulk Editing Tools Efficiently edit or update many portfolio elements at once. |
No information available |
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Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission. |
Encryption at rest/in transit is stated in Riskalyze's security documentation. | |
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User Authentication Methods Multi-factor authentication and SSO support. |
Multi-factor authentication and SSO options are offered for enterprise accounts. | |
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Backup & Restore Automated data backups and version restores. |
Automated data backups and restores are included in Riskalyze's hosting solution, as indicated in technical documentation. | |
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Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure. |
No information available | |
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Uptime SLA Service Level Agreement for uptime/reliability. |
No information available | |
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Disaster Recovery Plan Documented process for rapid data and service recovery. |
Documented disaster recovery protocols are in place, per Trust/Security Center. | |
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Data Center Location Disclosure Transparency around physical and cloud hosting environments. |
No information available | |
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Concurrent Session Limit Number of simultaneous device logins permitted per user. |
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Granular Role Permissions Ability to assign permissions at a granular feature level. |
Granular access controls, including role-level assignments, are available. | |
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Audit Logs Track all user/system access and platform events. |
No information available |
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Open API Access Full-featured APIs for integrating with internal/external applications. |
APIs for integration with other fintech tools and CRM platforms are documented. | |
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Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces. |
No information available | |
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Support for Python/R/Matlab Native support for popular programming and analytics languages. |
No information available | |
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Excel Integration Ingest/export data directly from/to Microsoft Excel. |
Excel integration for data import/export is frequently cited in user support resources. | |
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Webhook Support Event-driven notifications that can trigger external processes. |
No information available | |
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Pre-built Connectors Standard data and workflow connectors for third-party applications. |
No information available | |
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Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules. |
No information available | |
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Code Library Sharing Central repository for firm or community-developed modeling code. |
No information available | |
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Integration Setup Time Average time to establish a connection with major external systems. |
No information available | |
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Support for Batch Processes Schedule and run analytics or imports/exports in batch. |
Batch processing (for reporting and analytics) is available for advisors with large client bases. |
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
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APIs Availability Availability of robust APIs for custom data integrations. |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
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Data Aggregation Speed The average time to aggregate/update external account data. |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
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Report Generation Speeds The average time taken to generate a standard complex report. |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
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Multilingual Support Software and documentation are available in multiple languages. |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
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Client Portal Features a dedicated, secure portal for client access. |
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Role-Based Access Controls Supports permission settings by user type or role. |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
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User Session Timeout Automatic session expiration after a period of inactivity. |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
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Data Backup Frequency Frequency at which client data is securely backed up. |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
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Email Integration Connects with major email platforms for enhanced communication. |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
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24/7 Support Availability Provides always-on client and advisor tech support. |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
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Response Time SLA Guaranteed support response time for critical issues. |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
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