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Description

Palance was created because investing should not resemble a game of chance. While many platforms inundate users with excessive data, they often fail to present the information that truly matters. At Palance, we strive to provide clarity in every investment decision by consolidating your assets across various markets, emphasizing your exposures, revealing concealed risks, and offering insightful analysis through a user-friendly interface. Born from our own struggles as investors, Palance was designed to be the tool we longed for—robust enough for seasoned professionals yet easy enough for anyone looking to invest with assurance. By offering advanced analytics, comprehensive coverage, and a streamlined experience, Palance enables you to gain a true understanding of your portfolio, thus empowering you to make informed decisions that are in line with your financial aspirations. Ultimately, we believe that investing should be straightforward and transparent for everyone.

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 By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective.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

No images available

Screenshots View All

Integrations

Asset-Map No 
Blueleaf No 
Charles Schwab No 
CircleBlack No 
Co-Pilot No 
E*TRADE No 
Fidelity No 
MoneyGuide No 
Moneytree No 
Orion No 
Redtail CRM No 
Salesforce No 
SmartOffice No 
SmartOffice No 
TD Ameritrade No 
Wealthbox No 
Yodlee No 
Zapier No 

Integrations

Asset-Map Yes 
Blueleaf Yes 
Charles Schwab Yes 
CircleBlack Yes 
Co-Pilot Yes 
E*TRADE Yes 
Fidelity Yes 
MoneyGuide Yes 
Moneytree Yes 
Orion Yes 
Redtail CRM Yes 
Salesforce Yes 
SmartOffice Yes 
SmartOffice Yes 
TD Ameritrade Yes 
Wealthbox Yes 
Yodlee Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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 No 

Customer Support

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

Types of Training

Training Docs No 
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

Palance

Founded

2022

Country

Japan

Website

www.palance.co

Vendor Details

Company Name

Riskalyze

Founded

2011

Country

United States

Website

www.riskalyze.com

Product Features

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

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