RiskValue

RiskValue

Systemic
+
+

Related Products

  • IUX
    893 Ratings
    Visit Website
  • Lodgify
    5,030 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Everstage
    3,589 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Capitalcore
    82 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • Xero
    5,869 Ratings
    Visit Website

About

Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.

About

Designed to cover all types of trading portfolios, investment strategies, compliance requirements and geographical mandates, RiskValue® and its embedded risk measurement engine improves your investment management and helps you derive more value from your portfolios. Scalable and fully customizable, it suits both smaller and larger financial organizations. You can start with an initial core engine and then you can choose additional modules from a large pool of proven solutions. Independent, yet seamlessly integrated, modules are offered as an option that can be activated whenever the corresponding operational need arises.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and companies looking for a solution to manage their operations, open accounts, and improve customer experience

Audience

Investors looking for an Investment Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altruist
Founded: 2018
United States
altruist.com/product/

Company Information

Systemic
Founded: 1999
Greece
www.systemic-rm.com

Alternatives

Alternatives

Fusion Invest

Fusion Invest

Finastra
ETNA Trader

ETNA Trader

ETNA Software
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DPC Monitor

DPC Monitor

Digital Portfolio Control

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

MoneyGuide
Nitrogen
RightCapital
VISE

Integrations

MoneyGuide
Nitrogen
RightCapital
VISE
Claim Altruist and update features and information
Claim Altruist and update features and information
Claim RiskValue and update features and information
Claim RiskValue and update features and information