Looking to integrate your Albridge and Riskalyze accounts? Here's how.
If you use Albridge Wealth Reporting, here are several quick steps to export an Excel-type file (csv) that you can then import to your Riskalyze account:
- Open your client's portfolio.
- Go to reports and choose "HOLDINGS BY INVESTOR" for the report type.
- Click "EXPORT."
- If you are given the option to Open or Save, choose "Save".
Finally, follow the steps here to import the file into Riskalyze: How to Import a Portfolio From Your Custodian.