Looking to manually import portfolios from Blueleaf into Riskalyze? Here's how.
Your Blueleaf account and Riskalyze can be integrated, allowing you to link your Blueleaf client accounts to Riskalyze client profiles and sync your data to Riskalyze.
In This Article
- Setting up the Integration
- Choosing What to Sync
- Creating a Riskalyze Client Profile from a Blueleaf Client Account
- Linking an Existing Riskalyze Client to a Blueleaf Client Account
- Frequent Questions
Setting Up The Integration
The first time you use Blueleaf with Riskalyze you will need to establish the integration:
- Login to Riskalyze and navigate to the Menu ≡ icon (top right of your screen) > Settings.
- Click Integrations, then Blueleaf.
- Enter your Blueleaf API token which you get by following this link, then click CONNECT.
The integration is now established and ready to use!
Choosing What to Sync
After you've established the integration, you can choose what information gets synced from the Riskalyze Integration Settings page. From Riskalyze, go to MENU (≡ icon - top right of your screen) > Settings > Integrations > Blueleaf:
You can enable or disable:
- Pull Holdings: enables syncing client account holdings data from Blueleaf into Riskalyze on a regular basis. Each time you log into Riskalyze, you should see the client's up-to-date holdings in that client's active portfolio.
Creating a Riskalyze Client Profile From a Blueleaf Client Account
From the Riskalyze dashboard, click the "Add New Client" button located to the right of your name and firm name. You'll now see a Blueleaf box and an Enter Manually box. Make sure the Blueleaf box is checked. Where it says "Enter Client Name" begin typing the name of a client, and Riskalyze will populate matching client names for you to choose from. Click on the client that you would like to sync and a profile will be created in Riskalyze.
Linking an Existing Riskalyze Client to a Blueleaf Client Account
If your Riskalyze and Blueleaf accounts are integrated, and you already have a client profile in Riskalyze, open the client profile and click on the Client Actions button in the top right and then Integrations.
From here, you can control which Blueleaf client accounts are linked to this Riskalyze client profile. If you link multiple Blueleaf client accounts, Riskalyze will sync and combine all of the holdings into one active portfolio.
Why do I get a message that "this contact is already linked"?
A Blueleaf client account can only be linked to one Riskalyze client profile. There are a few reasons you might see this message: (a) the client account might be linked to another client profile in your account, or (b) the client account might be linked to a Riskalyze client profile in another advisor's account. If you use Riskalyze Data Sharing, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that client account linked to a Riskalyze client profile.
What if I have two Riskalyze client profiles and two Blueleaf client accounts, and I want them all together?
Choose which Riskalyze client profile you'd like to keep (preferably the profile with a client verified Risk Number). Delete the other one. Then, open the remaining client profile, click "Actions" in the top right and then "Integrations". Search the client as you would in the above section on "Linking an Existing Riskalyze Client". The holdings for both contacts will then resync into the active portfolio in Riskalyze.