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Trusted by
Thousands of leading small and medium size businesses
99%
of customers are satisfied with riskrate
396
user hours saved on average per year
3 days
investment
payback time
How riskrate works
Get started with 3 easy steps.
The new way to work with clients
Simple, reliable and easy-to-use, perfect for high-client volumes.
One
platform
Import data from multiple tools
on one platform.
99%
faster reviews
Save time, yourself, and
focus on your clients.
100+
more clients
Advise 100+ clients
in the time it took for one.
Reports
that get read
Share encrypted reports with confidence they're read.
See
what others miss
Uncover what others miss with riskrate analysis and predictive models.
Plan
together
Plan with clients using riskrates
customer-friendly planning tool.
3 minutes to take in use,
no project needed
No manual work, hidden costs, set-up fees, integration projects, or stress.
Get client-work help with Controller Assistant
Coming: Controller Assistant that
every finance professional deserves.
Upload a G/L, Excel,
or connect via API
Read more about data sources → New data sources are added continuously.
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