Riskalyze

1.02

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.
3.3/5 Votes: 10
Developer
Riskalyze Inc.
Version
1.02
Updated
2019-11-14T17:11:51Z
Requirements
11.0
Size
13 MB
Get it on
App Store

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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 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

What's new

Thanks for using the Riskalyze App! This release includes bug fixes and general improvements.

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