Product Update: Riskalyze Integration Update

We’ve added increased functionality and an updated user interface to the Riskalyze integration in our latest product update.

Users of both Asset-Map and Riskalyze can now:

• Automatically create an Asset-Map Household by importing a Riskalyze client record
• Easily add a new, linked Asset-Map Member to an existing Household

How Does It Work?  

1. Select the Riskalyze integration from the Household summary

 2. Search for the client(s) in the Household you want to update

 3. From the Import To drop-down list, select the Household Member not currently linked

 4. After a successful import, the client you selected appears in the Linked Household Members area

 5. Once the Household Member is linked, your Asset Map will display their Risk Score

 6. Click on a Household Member and then select the Riskalyze tab to view their Target Portfolio Score, Current Portfolio Score, and Account Score.

Are you a Riskalyzer looking to improve your tech stack? Experience Asset-Map for yourself and schedule a demo today.