Align your planning advice with your client's risk tolerance through eMoney's Integration with Riskalyze
With the eMoney + Riskalyze integration, advisors have seamless single sign-on access, the ability to update their client's Risk Number with direct access to the Riskalyze questionnaire, and the ability to send eMoney accounts directly to Riskalyze for analysis.
Access a client's risk number as well as their Riskalyze current portfolio risk directly from the Client Overview page. And update your clients' risk number with easy access to the Riskalyze questionnaire from within the Client Overview page.
Add Riskalyze's industry's leading risk alignment tool to the Home Page of the Client Portal.
Import your Riskalyze clients to efficiently transfer their Risk Numbers. Export your eMoney accounts directly into Riskalyze without ever leaving eMoney.
Single sign-on directly from eMoney to Riskalyze, giving you the ability to dramatically improve your interactions with both clients and prospects.