Riskalyze and CircleBlack can now be integrated, allowing you to utilize a single sign-on to seamlessly view and analyze Risk Numbers for clients, accounts, and portfolios, and sync your portfolio holdings data directly into Riskalyze. You can even go directly to Riskalyze without leaving CircleBlack's system.
Setting Up the Integration
To set up the integration you will need to connect your Riskalyze and CircleBlack accounts as detailed. You only need to do this once and they will remain connected.
1. Log in to CircleBlack and select Analyze > Risk in the top menu. Then click Login.
2. A new window will open. Enter your Riskalyze credentials to log in.
3. Click I authorize this request in the following window, and the integration will be established! You will be taken back to CircleBlack.
Linking Households from CircleBlack to Riskalyze
To link a Household (group of clients or individual client) in CircleBlack to Riskalyze, navigate to the desired Household's Overview and click Analyze Risk in the Risk Number section of the page. The system will then search through available clients in Riskalyze and link ones that match and pull in the appropriate holdings from CircleBlack. If there are any discrepancies you will be prompted to select the correct client. If no matches are found, a new client will be created in Riskalyze and automatically linked with the client in CircleBlack.
Once a Household is linked with Riskalyze you can see the Target Risk and Risk Numbers for the entire portfolio, individual accounts, and groupings of accounts on their respective Overview pages as well as in lists of Households and Accounts. You will also be able to analyze the Risk Number of new Re-balancing Proposals to compare against past proposals and print in Reports.
Single Sign-On (SSO)
Once the integration has been established you can access Riskalyze through CircleBlack using Single Sign-On by going to Analyze > Risk in the sidebar. You will have full access to Riskalyze while still keeping the CircleBlack navigation available.
If you have any questions on anything about the integration, you can contact CircleBlack’s Client Services team at email@example.com or 1-800-315-1241.