Your LifeYield account and Riskalyze can be integrated, allowing you to pull Riskalyze accounts and holdings data into LifeYield.
Setting up the Integration
Login to your LifeYield account, choose Riskalyze from the Integrations page and hit Authenticate. You'll be redirected to Riskalyze to enter your credentials and give authorization to LifeYield to access your data.
Using the Integration
Once setup, you can select which set of Capital Market Assumptions you would like to be applied to all your portfolios (you can always change an individual portfolio if you’d like). You can use the default or click on the dropdown to choose one of your predefined custom sets of Capital Markets Assumptions. Once complete, click close.
Click Synchronize Now to import data into LifeYield. After importing your Riskalyze accounts into LifeYield, you can return to Proposal Advantage to see the updated portfolios, bring up the account editor, and add/edit account balances further.