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 [email protected], and for information on Riskalyze Terms of Service, visit https://www.riskalyze.com/legal#tos