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Financial Analysis · Api Tools

riskine

riskine is white-label advisory and sales software for banks, insurers and brokers. Its 40+ API modules turn risk analysis, retirement planning, investment suitability and loan calculations into guided, regulation-aware customer conversations across every sales channel.

Acquired GDPR compliant Contact Sales API available Verified by Guidaio
Overview

What is riskine?

riskine is business-to-business advisory and sales software for the financial industry, built by riskine GmbH in Vienna and delivered white label. Banks, insurers, brokers and financial distributors put it in front of their own advisors and their own customers, under their own brand; riskine states plainly in its imprint that it does not sell insurance advice or products to end customers itself.

The product is a catalogue of more than forty modules rather than a single application. The anchor pieces are Risk Analysis, which derives ranked product recommendations from adaptive question paths, and Product Advisory, which continues into product-specific questions, premium determination and application preparation. Around them sit an Adequacy and Suitability Test for investment advice with ESG preferences, a 360° Retirement Planner covering all three pension pillars, a State Benefits Calculator, a Contract Manager for existing policies, a Portfolio Planner with stress testing, a Fund Finder aligned to disclosure categories, a machine-learning Product Recommender, and roughly twenty smaller calculators for budgets, loans, mortgages, savings, inflation, gross-to-net income and natural-catastrophe exposure at a given address.

Underneath, the architecture is a microservice ecosystem with a graph-database conversation engine: each question follows from the previous answers, and the wording adapts to formality, gender and channel. Everything is reachable through a public REST API whose OpenAPI description exposes 212 endpoints, with bearer-token authentication and two documented usage patterns — a full advisory session, or a single calculator-style call. An MCP server is published on top, so the same advisory logic can be called by enterprise language models and by assistants such as ChatGPT, Gemini and Claude. The underlying data model, the Open Insurance Ontology, is maintained as open source.

Country-specific financial logic is embedded for seven markets, selected through a country parameter, and language is chosen separately through a locale parameter. Delivery is either a front end matched to the customer's design, or the API alone; the company quotes three to five months for integration and holds an ISO/IEC 27001 certificate. riskine GmbH belongs to the Swiss group BSI Business Systems Integration AG.

What it does

  • Profile a customer's objective risks through adaptive question paths and turn them into ranked insurance recommendations with coverage amounts
  • Calculate a full retirement gap across statutory, occupational and private pillars, with detailed state-benefit entitlements
  • Run MiFID and IDD suitability and appropriateness tests, including risk tolerance and ESG preferences
  • Build and stress-test an investment portfolio from the institution's own fund list, and surface fund disclosure data
  • Suggest the next best product from the behaviour of comparable customers using a machine-learning recommender
  • Model credit, repayment, savings, budget, gross-to-net income, inflation and natural-catastrophe exposure
  • Produce a documented advisory protocol and a side-by-side tariff comparison at the end of a commercial session
Audience

When to use riskine / When not to

A quick filter to help you decide if riskine is the right fit.

When to use riskine

  • Insurers and banks digitising a holistic advisory journey for their own advisors and end customers
  • Insurance brokers and financial distributors who need both private-client and commercial-client advisory paths
  • Retirement and pension specialists who must quantify state, occupational and private pension gaps in one session
  • Investment advisors bound by MiFID and IDD suitability, appropriateness and ESG-preference obligations
  • Integration architects and back-end developers embedding financial advice into a core system, portal or AI assistant

When not to use riskine

  • Private individuals looking for advice for themselves: riskine states it sells nothing directly to end customers
  • Small firms without an integration budget: rollout is quoted at three to five months and sold on request
  • Buyers who need a published price before talking to sales, since no rate card exists anywhere on the site
  • Teams wanting a ready-made app to switch on, as every deployment is assembled module by module
  • Institutions outside the seven markets the calculation core actually covers in its country parameter
Get started

How to use riskine

A typical end-to-end flow, from setup to results.

  1. Browse the module catalogue on the products page, where each of the thirty listed modules has its own anchor and description
  2. Create a free account on the PRO demo and click through the individual modules, keeping in mind that commercial use of the demo is not permitted
  3. Send an enquiry through the contact form, optionally per module through the products parameter attached to the contact link
  4. Agree the commercial objective with riskine, which frames engagements from target definition to ongoing success measurement
  5. Assemble the bundle of modules and the advisory path you want from the modular Advisory Suite
  6. Choose the delivery mode: a white-label front end matched to your corporate design, or the API on its own
  7. Read the OpenAPI description on the documentation subdomain and obtain basic-auth credentials for the token service
  8. Call the API with a bearer token valid for four hours, setting the country parameter and the locale parameter on each request
  9. Connect the MCP server if the target channel is a chat or voice assistant driven by a language model
  10. Integrate with the existing CRM and core systems, allowing the three to five months the company quotes for rollout
Quick read

Pros & Cons

Pros

  • The API is genuinely public and genuinely documented: an OpenAPI description with 212 endpoints and two clearly explained usage patterns
  • Modular by design, so an institution buys only the modules it needs and keeps its own brand on the front end
  • Unusually broad functional coverage for a vendor of this size, with advisory journeys spanning more than thirty insurance products
  • Regulatory obligations are built into the journey rather than bolted on, and the commercial path ends in a documented advisory protocol
  • ISO/IEC 27001 certified, with the certificate downloadable and a published responsible-disclosure policy and security mailbox
  • The insurance data model is released as open source, which limits lock-in on the schemas themselves
  • A free demo lets a prospect click through module after module before ever speaking to a salesperson

Cons

  • No public pricing of any kind: no rate card, no entry-level tier, not even an order of magnitude
  • Sold and delivered as a project, with three to five months quoted for rollout, which puts it out of reach of small firms
  • The only published terms cover the demo; there is no commercial customer contract and no data processing agreement on offer
  • No hosting jurisdiction is declared: the privacy policy names the hosting provider but never says where customer data sits
  • Nothing is stated about whether customer data trains any model, nor about any way to object to it
  • The calculation core covers seven countries in its country parameter, while the About page claims twelve entered markets
  • Two rival sets of legal pages are live at once and they disagree, the footer version naming BSI in Switzerland as the processor for forms and newsletters while an older set on the main domain names HubSpot with servers in the United States; smaller slips point the same way, from a robots file advertising a sitemap that returns 404 to an untranslated German paragraph on the English About page
Pricing

Pricing & Plans

riskine does not publish any price. There is no pricing page on either of its two web hosts, no plan is listed anywhere, and every module ends with a request for information rather than a purchase. There is no permanent free plan and no free trial of the commercial product. The only cost-free access is the riskine PRO Demo Version, which the terms of use describe as free of charge but restrict to registered users and explicitly forbid for business purposes. Pricing is therefore established by quotation, and no starting amount, currency or billing unit can be stated.

Prices and plans listed above may evolve. Always check the official pricing page before subscribing.
Trust & Privacy

Data, GDPR & hosting

A consolidated view of how riskine handles your data.

GDPR overview

Implementation is concrete and Austrian. The privacy policy states that data is processed exclusively on the basis of the GDPR and the Telecommunications Act 2003, and it names riskine GmbH, Linke Wienzeile 10/4, 1060 Vienna as controller. Marketing and analytics cookies require prior consent, managed through Cookiebot, and the analytics service shortens IP addresses inside the EU or EEA before any transfer. Rights to information, rectification, erasure, restriction, portability, withdrawal and objection are set out with the relevant articles, and the Austrian data protection authority is named with its full address. The contact point is dataprotection@riskine.com. No data protection officer is designated and no Article 27 representative applies, the company being established inside the EU. Nothing is published about a customer-facing data processing agreement.

Who owns the data?

The only contract riskine publishes is the terms of use of the riskine PRO Demo Version, and it governs the demo alone. Access is personal, must not be passed to third parties, and riskine may block or delete an account without giving reasons. Using the demo directly or indirectly for business purposes requires written consent, and users are forbidden from analysing, extracting or reusing the underlying logic and algorithms in their own products. For the website itself, riskine GmbH is named as the controller. No commercial customer contract is published, so the site never says who owns the policyholder data processed through the API in production.

Reuse rights

Within the demo, reuse is deliberately narrow: output is presented as a first orientation that does not replace personal insurance or banking advice, riskine declines liability for the external calculation bases, commercial exploitation needs written consent, and reverse-engineering the algorithms is prohibited. One asset is genuinely open, however: the Open Insurance Ontology that underpins the data model is published as open source on GitHub, so the schemas themselves can be inspected and reused. For customers integrating the API in production, the site publishes no clause at all on what they may do with the data they collect through it.

Data retention & training

Retention summary
For the demo and PRO environment, data entered during a session is anonymised automatically once the session ends: name, e-mail, IP address, street, house number and day and month of birth are removed. What remains is kept only in anonymised form for statistics alongside click data and is not passed to third parties. Faulty sessions are an exception and are held at least a week for troubleshooting before automatic deletion. Server log files are kept for a maximum of twelve months, longer only if an incident requires it as evidence. Job applications are kept for the duration of the process and six months afterwards, then deleted automatically and irrevocably. Newsletter data is deleted on unsubscribe. No retention rule is published for data processed through the API in a customer's production deployment.
Subprocessors disclosed
Yes

Hosting summary

riskine does not declare where customer data is hosted. Its privacy policy names IPAX GmbH as the hosting service provider and confirms a processing contract with it, but states no country, region or jurisdiction for the data handled through the product. As an independent technical observation rather than a vendor statement, the site's IP address resolves to a network announced by IPAX GmbH and geolocates to Vienna, Austria. The countries the policy does name belong to third parties: the United States for Google's Analytics, Ads and Tag Manager servers. IP addresses are shortened inside the EU or EEA before transfer. Named processors are BSI Business Systems Integration AG in Baden, Switzerland for forms and newsletters, Cookiebot, Google, YouTube, Google Fonts, LinkedIn Ireland and IPAX GmbH. Note that a second, older privacy policy is still served on the main domain and contradicts this one, naming HubSpot with servers in the United States as the processor for newsletter sign-ups. Either way, both texts describe the website, newsletter and demo — never a production deployment.

Availability

Where riskine works

Country-level availability.

Available in

DEUAUTCHEESPITANLDJPN
Watch-outs

Things to keep in mind

Risks and trade-offs to weigh before adopting riskine.

  • The recommendations are statistical: riskine's own terms warn that the calculated risk can deviate considerably from an individual's real risk and should serve only as a first orientation
  • The same terms decline liability for the correctness of the advice and for the external calculation bases and databases the analyses rest on
  • An advisor can be de-skilled by a guided path that prioritises products automatically, letting the tool substitute for professional judgement
  • The product serves selling as much as advising, promising more cross-selling, higher premiums and less churn, so a structural conflict of interest is always in the room
  • It handles deeply sensitive data — income, assets, health, even the GPS coordinates of a home — with no hosting jurisdiction declared anywhere
  • No policy exists on whether policyholder data feeds model training, and no opt-out is documented, so nothing constrains that use contractually
  • The financial logic is calibrated country by country, so using it outside the seven markets it covers would produce results with no local basis
Setup

Setup & Integrations

Technical difficulty

Two very different levels. Trying it is trivial: the PRO demo needs only an account and no technical skill. Putting it into production is an integration project, quoted at three to five months. The API is REST with JSON, authenticating through basic credentials to obtain a bearer token, with a country and a locale parameter on requests. riskine describes a calculator-style pattern — one service, one call — as the simplest entry point, against a full advisory session that chains services and uses webhooks. Institutions without development capacity can instead take the white-label front end and customise content, colours and fonts.

Deployment

Web appAPI

Integrations

ChatGPT Gemini Claude

Supported languages

GermanEnglishSpanish
Company

Behind riskine

Company name
riskine GmbH
Founded
INFORMATION_NOT_FOUND
Country of origin
🇦🇹 Austria
Headquarters
Linke Wienzeile 10/4, 1060 Vienna, Austria
UBO
BSI Business Systems Integration AG
UBO country
🇨🇭 Switzerland
Domain registrar country
INFORMATION_NOT_FOUND
Legal contact

Social

Official links

Resources

All the official URLs gathered for verification and reference.

FAQ

Frequently asked questions

Who is riskine actually for?
Banks, insurers, financial distributors and brokers. The imprint states explicitly that riskine does not offer insurance advisory services or products directly to end customers, so a private individual cannot buy or use it on their own.
How much does it cost?
No price is published anywhere on the site. There is no pricing page, no plan list and no starting amount; every product ends with a request-for-information link, so the commercial terms are set by quotation.
Can I try it before contacting sales?
Yes. The riskine PRO demo version is free and open to anyone who registers an account, and most modules link straight into it. The terms of use do prohibit using that demo for business purposes.
Is there an API?
Yes, and it is fully public. The documentation subdomain serves an OpenAPI 3.0.3 description with 212 endpoints against api.riskine.com, using basic authentication to obtain a bearer token that lasts four hours.
Can it be plugged into an AI assistant?
Yes. riskine publishes an MCP server that exposes its endpoints as tools, and its own documentation names enterprise language models along with ChatGPT, Gemini and Claude as the platforms it connects to.
Which countries does it cover?
The country parameter of the API is a closed list of seven: Germany, Austria, Switzerland, Spain, Italy, the Netherlands and Japan. Note that the About page separately claims twelve entered markets in Europe.
Which languages are supported?
The website itself is served in German and English. The API sets language through a locale parameter, and the documentation gives German, English and Spanish as examples without publishing a closed list.
How long does integration take?
The homepage states that integration and rollout can be realised in three to five months, described as resource-saving with plannable costs. Trying the demo, by contrast, only requires creating an account.
Where is customer data hosted?
This is not declared. The privacy policy names IPAX GmbH as the hosting service provider and confirms a processing contract with it, but never states a hosting country or region for customer data.
Is customer data used to train AI models?
The site says nothing about it, in either direction, across its public pages or its API documentation. No opt-out mechanism is documented either, so this is a question to put to the vendor directly.
Conclusion

Should you pick riskine?

riskine is a credible, unusually well-documented piece of vertical software. The public OpenAPI description with its 212 endpoints, the MCP server for language-model assistants, the open-source insurance ontology and the downloadable ISO/IEC 27001 certificate together show a vendor comfortable being inspected — a rarity in white-label financial software, where most catalogues stop at a brochure. The functional range is genuinely wide: risk analysis, product advisory across more than thirty insurance lines, three-pillar retirement planning, suitability testing with ESG preferences, portfolio construction and roughly twenty smaller calculators, all combinable and all reachable through the same API.

The friction is commercial rather than technical. Nothing is priced, nothing is self-service, and a three-to-five-month integration means this is a procurement decision rather than a subscription. That is normal for the segment, but it should be understood before the first call.

The more serious gap is documentary. The only contract riskine publishes covers its free demo; there is no commercial customer contract, no data processing agreement on offer, and no declared hosting jurisdiction for the highly sensitive financial data the product handles. Nothing is said about whether customer data feeds model training. Anyone evaluating riskine should put those four questions in writing early.

For a bank, insurer or brokerage in one of the seven markets the calculation core actually covers, wanting to industrialise advice without building the algorithms in-house, riskine is a serious candidate with an API-first architecture that will not trap the front end. For anyone outside that profile — a private individual, a small independent advisor, a buyer who needs a price today — it is simply not the right tool.