Looking to integrate your Blueleaf and Riskalyze accounts? Here's how.
Blueleaf has made it simple to export your client's portfolios into Riskalyze. Here are a few simple steps to export a client's portfolio in Blueleaf that you can then import into Riskalyze.
- In your Blueleaf account, select the appropriate client.
- Select the “Holdings” icon/button at the top and then click “Export all data” on the far right.
- Save the file to your desktop, and now you can import them into your Riskalyze account using this step-by-step guide.