Your Altruist account and Riskalyze can be integrated, allowing you to link your Altruist client accounts to Riskalyze client profiles and sync your data to Riskalyze.
In This Article:
- Setting up the Integration
- Choosing What to Sync
- Creating a Riskalyze Client Profile from an Altruist Client Account
- Linking an Existing Riskalyze Client to an Altruist Client Account
- Frequent Questions
Setting Up The Integration
To set up the Riskalyze and Altruist integration, you’ll need to email the Altruist team at email@example.com and ask for the integration to be added to your Riskalyze account.
Note: You’ll need to ensure you include your email address which was used to create your Riskalyze account in order for the integration to be added correctly.
Once your email has been sent to the Altruist team, Riskalyze will do all of the work behind the scenes ensuring you can access your Altruist clients and data inside of Riskalyze as soon as possible. Configuration is typically completed within 2-3 business days.
Choosing What to Sync
After our team has established the integration, you can choose what information gets synced from the Riskalyze Integration Settings page. From the Riskalyze home page, go to MENU ≡ (icon - top right of your screen) > Settings > Integrations > Altruist:
You can enable or disable Pull Holdings. Pull Holdings enables syncing client account holdings data from Altruist into Riskalyze on a regular basis. Whenever you log into Riskalyze, you should see the client's up-to-date holdings in that client's active portfolio on Riskalyze.
Creating a Riskalyze Client Profile From an Altruist Client Account
From the Riskalyze dashboard, click the "Add New Client" button located to the right of your name and firm name. You'll now see an Altruist box. Where it says "Enter Client Name" begin typing the name of a client, and Riskalyze will populate matching client names for you to choose from. Click on the client that you would like to sync and a profile will be created in Riskalyze.
Linking an Existing Riskalyze Client to an Altruist Client Account
If your Riskalyze and Altruist accounts are integrated, and you already have a client profile in Riskalyze, open the client profile and click on the Client Actions button in the top right and then Integrations.
From here, you can control which Altruist client accounts are linked to this Riskalyze client profile. If you link multiple Altruist client accounts, Riskalyze will sync and combine all of the holdings into one active portfolio.
Frequently Asked Questions
Why do I get a message that "this contact is already linked"?
An Altruist client account can only be linked to one Riskalyze client profile. There are a few reasons you might see this message: (a) the client account might be linked to another client profile in your account, or (b) the client account might be linked to a Riskalyze client profile in another advisor's account. If you use Riskalyze Data Sharing, you can share linked clients with other advisors within your Team. Otherwise, only one advisor will be able to have that client account linked to a Riskalyze client profile.
What if I have two Riskalyze client profiles and two Altruist client accounts, and I want them all together?
Choose which Riskalyze client profile you'd like to keep (preferably the profile with a client verified Risk Number). Delete the other one. Then, open the remaining client profile, click "Actions" in the top right and then "Integrations". Search the client as you would in the above section on "Linking an Existing Riskalyze Client". The holdings for both contacts will then resync into the active portfolio in Riskalyze.