Previously known as WealthCentral®.
Riskalyze + Wealthscape allows automatic syncing of holding data.
To enable this feature, follow the directions in Fidelity: How to Integrate.
To continue with the manual sync process, follow the instructions below.
It's easy to enter your holdings from Fidelity Wealthscape into Riskalyze! All you need to do is export your holdings to an excel file and drop it into Riskalyze.
Here are the steps. In Fidelity:
1. Select the client you want.
2. Select an account portfolio.
3. In the right-hand corner select "Export to CSV" and save the file to your desktop.
Once you have your portfolio saved to your desktop you are ready to drop it into Riskalyze. If you need help follow this guide: How to Import a Portfolio from Your Custodian