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Align your planning advice with your clients' risk tolerance through eMoney's integration with Riskalyze

Assessing and understanding client risk is an integral part of your business. The eMoney and Riskalyze integration gives you the ability to improve interactions with both clients and prospects with seamless access into Riskalyze. Use the Riskalyze data to help win new clients, capture and meet expectations, and quantify sustainability.

INTERESTED IN A DEMO?

 


GAIN A COMPREHENSIVE CLIENT OVERVIEW

Import or Export between eMoney and Riskalyze

Conveniently access client risk numbers, current Riskalyze portfolio risks, and the Riskalyze questionnaire directly from the Client Overview page, providing a full overview of client risk.

 

SEAMLESSLY SHARE DATA BETWEEN PLATFORMS

eMoney Client Portal + Riskalyze Risk Portfolio

Save time and effort by exporting your eMoney accounts directly into Riskalyze without leaving the eMoney Platform and import Riskalyze clients into eMoney to efficiently transfer client Risk Numbers.

 

STRENGTHEN THE CLIENT
EXPERIENCE

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Provide your clients with a holistic view of their finances by adding Riskalyze's industry's leading risk alignment tool to the Home Page of the Client Portal.

 

LOG IN
QUICKLY AND EASILY

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Dramatically improve your interactions with both clients and prospects with single sign-on access from eMoney to Riskalyze.

 

DEMO eMoney