Integrating with Advizr
Your Riskalyze account can be integrated with Advizr, allowing you to seamlessly import Riskalyze client portfolios, asset allocations, and Risk Numbers instantaneously, all for use in Advizr's platform.
For any questions about the integration, please contact Advizr's support team at [email protected]
Setting up the Integration
The first time you use the Advizr integration, you will need to connect your Advizr and Riskalyze accounts as follows:
1. Log in to Advizr and navigate to Menu / Settings / Integrations / Riskalyze:
2. Click the CONNECT button, then enter your Riskalyze login credentials to proceed:
3. Complete the connection by clicking Yes, I authorize this request:
You will be taken back to Advizr, and the integration is now complete!
Now that your model portfolios and associated risk numbers have been imported, you will be able to see them deployed throughout the Advizr platform, and across the financial planning process, specifically in the following modules:
➡️ Menu / Settings / Model Portfolios:
➡️ Profile / Risk Tolerance:
➡️ Financial Plan / Calibration / Asset Allocation:
➡️ Reports / Projections: