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Description

With a configurable notification engine and workflow, you can assign and take action on KPI analyses, trends, and exceptions, and ensure timely offline data collections. Connect to any third-party platform, data source or application, including Databricks Snowflake, Azure SharePoint, Google Docs AWS, business data and more. Link macroeconomic and market data to KPIs, then to strategic objectives, goals, risks and even risk appetite to visualize and predict KPI performance. Kaia™ is our AI agent that can help you analyze enrichment data sources, and make recommendations for KPIs. Lumify360's native Power BI Integration allows organizations to easily import visualizations and data into their Office applications, and keep reports updated. With Lumify360's integrated AI partner, Kaia, users can get the insights they require or dig deeper into analytics, without having to rely on data analysts or subject-matter experts.

Description

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Asset-Map No 
Blueleaf No 
Charles Schwab No 
Co-Pilot No 
Fidelity No 
Google Docs Yes 
Microsoft Azure Yes 
Microsoft SharePoint Yes 
MoneyGuide No 
Moneytree No 
Redtail CRM No 
Salesforce No 
SmartOffice No 
Snowflake Yes 
TD Ameritrade No 
Wealthbox No 
Yodlee No 
Zapier No 

Integrations

Amazon Web Services (AWS) No 
Asset-Map Yes 
Blueleaf Yes 
Charles Schwab Yes 
Co-Pilot Yes 
Fidelity Yes 
Google Docs No 
Microsoft Azure No 
Microsoft SharePoint No 
MoneyGuide Yes 
Moneytree Yes 
Redtail CRM Yes 
Salesforce Yes 
SmartOffice Yes 
Snowflake No 
TD Ameritrade Yes 
Wealthbox Yes 
Yodlee Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

360factors

Founded

2012

Country

United States

Website

www.lumify360.com

Vendor Details

Company Name

Riskalyze

Founded

2011

Country

United States

Website

www.riskalyze.com

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors Yes 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management Yes 

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment Yes 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management Yes 
Tax Management No 
Technical Analysis Yes 
Wash Sale Detection No 

Alternatives

Alternatives

Ask Kaia Reviews

Ask Kaia

360factors
RiskConfidence Reviews

RiskConfidence

Moody's Analytics
Diversiview Reviews

Diversiview

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