Powerful Integrations

Advisors love how easily Riskalyze snaps into existing systems and workflows.

You’re only as efficient as the systems around you, and fortunately, the Risk Number plugs right into all your favorite fintech products. So if you want to connect your custodial feed into Riskalyze, sync data back and forth across your CRM, attach your reporting and billing engines, and put the Risk Number at the heart of your financial planning platform, we’ve got you covered.

Want to try our interactive tech stack builder to get your firm’s custom integration report? Try Build My Tech Stack

CRM

AdvisorEngine

AdvisorEngine CRM syncs records to and from Riskalyze. Your clients get to see Risk Numbers within AdvisorEngine CRM and you get to take advantage of single-sign-on capabilities.

Redtail

Riskalyze is tightly integrated with Redtail, allowing you to link Redtail contacts with Riskalyze client profiles, sync your custodial data to Riskalyze, and display client Risk Numbers in your CRM.

Salesforce

Riskalyze's integration with Salesforce allows you to import clients from your CRM and sync client and portfolio Risk Numbers from Riskalyze Clients and Portfolios back into Salesforce.

SmartOffice

Launch Riskalyze directly from SmartOffice by Ebix without having to sign in. Export a client's portfolio from SmartOffice into Riskalyze and display Risk Numbers in SmartOffice.

Wealthbox

View Riskalyze data on the Wealthbox Contact Record page, see client and portfolio Risk Numbers in right in your CRM, and open Riskalyze client profiles with just a click.

Custodians

Charles Schwab

If you're one of the 7,500 independent advisors who clear through Schwab, you can be sure your custodial data from Schwab Advisor Center is up-to-date across Riskalyze.

Axos Advisor Services

Formerly E*TRADE Advisor Services, Axos Advisor Services integration allows you to import client account data and models into Riskalyze.

Fidelity

No more manual entry from Fidelity accounts. Riskalyze is fully integrated, giving you access to all of your custodial data across accounts in your Risk Alignment Platform.

LPL Financial

LPL facilitates a data feed to sync account holdings into Riskalyze. Thousands of our LPL customers have access to a seamless flow of data from ClientWorks or BranchNet.

Pershing

Custodial data from Pershing means clients and holdings stay up to date in Riskalyze. No need to enter data manually when you can sync accounts with this integration.

Raymond James

Riskalyze is integrated with Raymond James! Now, you can import new client profiles, link existing ones, and ensure that Riskalyze pulls account holdings to keep everything up-to-date.

RBC

Royal Bank of Canada's clearing services can be integrated with Riskalyze, allowing you to link accounts, client profiles, and custodial data across your Risk Alignment Platform.

TD Ameritrade

Riskalyze is integrated with TD Ameritrade Institutional, allowing you to sync data with Veo® to make sure your accounts, holdings, and clients stay accurate across systems.

TradePMR

TradePMR's EarnWise contacts flow directly into Riskalyze and keep client profiles up-to-date. TradePMR's custodial data is always a click away in Riskalyze.

Altruist

Riskalyze is integrated with Altruist! You can now import new client profiles, link existing ones, and ensure that Riskalyze pulls account holdings and keeps everything up-to-date.

Interactive Brokers

Custodial data from Interactive Brokers means clients and holdings stay up to date in Riskalyze. No need to manually enter data when you can sync accounts with this integration.

Document Management

Laser App

Launch account opening paperwork right from within Riskalyze. Laser App fills your financial industry forms for you, and boasts a library of over 33,000 documents.

Financial Planning

Orion Advisor Tech

Seamlessly import client portfolios, asset allocations, and Risk Numbers into Orion Advisor Tech to access your favorite Riskalyze data inside of their innovative financial planning platform.

eMoney

With our eMoney integration, you can connect Riskalyze to your emX account for single-sign-on capabilities and Risk Number visibility for you and your clients in your planning platform.

Envestnet MoneyGuide

By integrating your Envestnet MoneyGuide and Riskalyze accounts, you will be able to sync client Risk Numbers from Riskalyze to Envestnet MoneyGuide for use while developing a financial plan.

RightCapital

The RightCapital integration allows you to seamlessly import Riskalyze model portfolios and corresponding Risk Numbers for visibility across RightCapital's planning tools.

FP Alpha

With our FP Alpha integration, you can easily import client accounts from Riskalyze directly into FP Alpha and continue building your financial plans.

Income Lab

By integrating your Income Lab and Riskalyze accounts, you’ll always have up-to-date account information inside your Income Lab plans allowing you to automate plan monitoring and management.

Portfolio Management

Advyzon

See portfolio Risk Numbers alongside asset allocations in Advyzon, push client accounts directly into Riskalyze, and take advantage of single-sign-on capability across systems.

Albridge

With this integration, you can create a Riskalyze client profile directly from an Albridge account and link existing Riskalyze accounts with Albridge to ensure everything stays up-to-date.

Black Diamond

Riskalyze and the Black Diamond Wealth Platform go hand-in-hand. Create proposals in Riskalyze, implement them in Black Diamond, and sync client profiles and accounts as you go.

Blueleaf

With this integration, you can create a Riskalyze client profile directly from a Blueleaf account and link existing Riskalyze accounts with Blueleaf to ensure everything stays up-to-date.

CircleBlack

Navigate to Riskalyze without ever leaving CircleBlack. From single-sign-on capabilities to visibility of client and portfolio risk analytics, these systems look like they were built for each other.

Envestnet

Seamlessly drive your business from account aggregation, to risk-aligned proposals, to implementation and reporting with Envestnet and Riskalyze.

Orion

Seamlessly drive your workflow from proposal to trading to reporting with Riskalyze and Orion. These two are so deeply integrated, it'll make you fall in love with your business again.

Panoramix

Sync client profiles with accounts in Panoramix. Whenever a client's Risk Number or portfolio changes, Riskalyze pushes the updated Risk Numbers to that contact's record in Panoramix.

Vise

Harness the power of AI and the Risk Number in Vise's sub-advisor platform to create personalized portfolios of individual securities alongside Riskalyze portfolio analytics.

Research and Data

Kwanti

This two-way integration eliminates manual data entry by keeping your models and client portfolios in sync between Riskalyze and Kwanti's Portfolio Lab.

Morningstar

Part of the Morningstar Cloud, Morningstar Office? and Riskalyze enable you to manage portfolios while you keep client profiles and custodial data up-to-date across systems.

Halo Investing

With more than 35,000 Structured Notes available via our partnership with Halo, advisors who opt-in can access their client’s notes through the Halo platform single sign-on.

More Great Tools

Asset-map

See risk analytics in your clients' Asset-Maps, launch into Riskalyze portfolios and client profiles, and say goodbye to credential entry with single-sign-on capabilities.

RIA in a Box

Riskalyze's integration with RIA in a Box establishes a simple supervisory workflow in which the Chief Compliance Officer of an RIA firm is able to seamlessly track, manage, and document the client suitability and portfolio review process enabled by the two platforms

LifeYield

The Risk Number® and the Taxficient Score® together at last. In LifeYield, you can connect your Riskalyze account, set capital market assumptions, and watch your risk analytics sync away.

MyRepChat

Texting risk assessments? Yes please. Your MyRepChat account and Riskalyze can be integrated, allowing you to generate and send questionnaires to your contacts.

Pulse360

Looking to streamline your meeting prep? Pulse360 and Riskalyze can be integrated allowing you to share and send risk questionnaires in your custom notes.

Chat Now