Panoramix: How to Integrate

Riskalyze is integrated with Panoramix, allowing you to link your Panoramix contacts with Riskalyze client profiles and sync your custodial data to Riskalyze.

In This Article

• Setting up the Integration
• Syncing Clients Between Riskalyze and Panoramix
• What Else Gets Synced?

Setting up the Integration

The first time you use Panoramix with Riskalyze you will need to establish the integration:

• Log in to Panoramix and go to integrations. Click on Riskalyze and authenticate the integration.

  

You should see a checked box at the top of the screen and the word “Authorized” in green to know that you have successfully set-up the integration.

Syncing Clients Between Riskalyze and Panoramix

If your Riskalyze and Panoramix accounts are linked, and you already have a client profile in Riskalyze, open up the contact search inside of Panoramix, type in a name and click “Search Riskalyze”. Then click either “Link to an existing Riskalyze client” or “Link to selected”.

What Else Gets Synced?

Whenever a client's risk tolerance or active portfolio risk changes, Riskalyze pushes the updated Risk Numbers to that contact's record in Panoramix