With the Riskalyze integration, you already have single sign-on capabilities, the Riskalyze Risk Questionnaire framed into the client overview page, and Riskalyze Risk Numbers generated from within the eMoney system.
Now however, we’ve updated our integration with Riskalyze to increase usability and enhance your experience.
With the newest update to the integration, the data necessary to generate your clients’ portfolio risk numbers can now be synchronized in just three simple steps, providing the most accurate risk number for your clients — in the least amount of time.
Check out a replay of our live webinar that walks you through the eMoney and Riskalyze integration update.
Learn more about how this update can help your business by downloading the presentation slides here.