Advisor Websites: How to Integrate

Riskalyze is integrated with AdvisorWebsites.com, allowing you to integrate the Lead Generation Questionnaire into your website.

 

Adding the Lead Generation Questionnaire Button to your Website

1️⃣ Log in to your Advisor Websites dashboard and go to the Extras tab.

 

2️⃣ Click on Riskalyze from the list that appears.

 

3️⃣ Click Login to your current account.

 

4️⃣ Log in to Riskalyze, then click Yes, I authorize this request.

 

5️⃣ Choose the options you want to use for the Questionnaire button, then click Save at the top right.

 

6️⃣ Finally, contact Advisor Websites and let them know that you've integrated Riskalyze and want to add the button to your website.

 

Now you'll have the Riskalyze Lead Generation Questionnaire button on your website, and can start gathering leads!

 

Working with the Lead Generation Questionnaire

When the user clicks the button on your site, it looks something like this:

Once completed, Riskalyze will send you the results of their questionnaire. Along with the email notification, the lead will have a client profile in Riskalyze, and you can log in to see all of the questionnaire details, as well as build a suitable target portfolio and a proposal for them, all in advance of your first meeting!

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Riskalyze users get a discount with Advisor Websites. Schedule a demo to learn more.