Today, we’re excited to announce that Riskalyze is integrated with TD Ameritrade Institutional’s Veo platform. Our customers who utilize TD Ameritrade Institutional for custody of client assets are now able to link their Riskalyze and Veo user accounts, and link client accounts with the corresponding client profiles in Riskalyze.
Riskalyze also supports multi-account integration. Advisors can link as many accounts as needed to a single Riskalyze client profile. Each of those accounts will be synced into that client’s current portfolio, making it simple to align the household’s portfolio risk score with that client’s Risk Number.
We’ve been big fans of the people of TD Ameritrade for a long time. We’re very pleased to officially launch this long-awaited integration, so our shared customers can benefit from a more seamless experience between their risk engineering and custodial platforms.