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About

We built Palance because investing shouldn’t feel like guessing. Most platforms overwhelm you with data but stop short of showing what actually matters. At Palance, we bring clarity to every decision, unifying your assets across markets, highlighting exposures, uncovering hidden risks, and surfacing smarter insights through intuitive design. From our own frustration as investors, we created Palance to be the platform we wished existed, one that’s powerful enough for professionals yet accessible to anyone who wants to invest with confidence. With deeper analytics, better coverage, and a cleaner experience, Palance empowers you to see your portfolio the way it truly is, and make decisions that align with your goals.

About

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Active Investors, Passive Investors, Traders

Audience

Financial institutions looking for a risk management system

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

$250 per month
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Palance
Founded: 2022
Japan
www.palance.co

Company Information

Riskalyze
Founded: 2011
United States
www.riskalyze.com

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Portfolio Analysis Supported

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Supported

Risk Management Features

Alerts/Notifications Not Supported
Auditing Not Supported
Business Process Control Not Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Not Supported
Dashboard Not Supported
Exceptions Management Not Supported
Internal Controls Management Not Supported
IT Risk Management Not Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Not Supported
Predictive Analytics Not Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Not Supported

Integrations

Asset-Map Not Supported
Blueleaf Not Supported
Charles Schwab Not Supported
CircleBlack Not Supported
Co-Pilot Not Supported
E*TRADE Not Supported
Fidelity Not Supported
MoneyGuide Not Supported
Moneytree Not Supported
Orion Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
SmartOffice Not Supported
SmartOffice Not Supported
TD Ameritrade Not Supported
Wealthbox Not Supported
Yodlee Not Supported
Zapier Not Supported

Integrations

Asset-Map Supported
Blueleaf Supported
Charles Schwab Supported
CircleBlack Supported
Co-Pilot Supported
E*TRADE Supported
Fidelity Supported
MoneyGuide Supported
Moneytree Supported
Orion Supported
Redtail CRM Supported
Salesforce Supported
SmartOffice Supported
SmartOffice Supported
TD Ameritrade Supported
Wealthbox Supported
Yodlee Supported
Zapier Supported
Claim Palance and update features and information
Claim Palance and update features and information
Claim Riskalyze and update features and information
Claim Riskalyze and update features and information