Custodial Integrations, Galore!
Did you know you can link Riskalyze directly to your custodian for free? Syncing accounts and current portfolios into Riskalyze has never been more seamless. Plugging your custody services into Riskalyze directly keeps your data even fresher than your CRM integration does. We think that’s pretty cool, and we’re confident you will, too.
Below are links to help you activate your custodial integration(s) and get the most out of Riskalyze.
- TD Ameritrade
- E*Trade Advisor Services (formerly TCA)
- More custodians on the way