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
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
