emoney-riskalyze

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.

 

 

 

 

Clients' Risk
Number Access
 

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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.

Client Portal Risk Score & Risk Portfolio  

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Add Riskalyze's industry's leading risk alignment tool to the Home Page of the Client Portal.

Import/Export Between Platforms 

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Import your Riskalyze clients to efficiently transfer their Risk Numbers. Export your eMoney accounts directly into Riskalyze without ever leaving eMoney.

Single Sign-On 

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Single sign-on directly from eMoney to Riskalyze, giving you the ability to dramatically improve your interactions with both clients and prospects.

 

Have questions?

Try out our Riskalyze integration with a 14-day free trial.


Not ready for a free trial?
 

Give us a call at 1-888-362-4612 or check out our recent blog post to read more about the integration!

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