Your Advyzon account and Riskalyze can be integrated, allowing you to push client account data into Riskalyze, seamlessly single sign-on to view clients in Riskalyze, and automatically pull the client’s portfolio Risk Numbers into Advyzon to streamline your workflow.
Setting up the Integration
1️⃣ From your Advyzon account, go to the Main Settings in the Toolbar and select the Integration tab. Enter your Riskalyze username in the Single Sign-On tab, make sure to check the Enabled box, and hit Save.
2️⃣ After saving your credentials, navigate to the Menu and select Riskalyze from the Partner Apps to authorize Advyzon access to your Riskalyze account.
Using the Integration
- Once set up, anytime you navigate to the accounts of a client in Advyzon, the Risk Number® will get calculated and displayed for the portfolio.
- Click on the Risk Number in Advyzon to create the client in Riskalyze and push updated account details from Advyzon into Riskalyze.
- Once you've created and linked the Advyzon client into Riskalyze, opening the client profile in Advyzon will sync the portfolio data and Risk Number automatically.
Why does the portfolio Risk Number have a big question mark in the accounts section in Advyzon?
Advyzon is dynamically loading calculating the Risk Number each time you load a portfolio, so it might take a minute for it to calculate. It should update automatically once the calculation is done.