Visualize your client's Target Risk number and Portfolio Risk Number directly on the interested individual. With the integration, you can click to launch Riskalyze and view their Client Screen or Current Portfolio.
Already an Asset-Map User? Click here to set up Integration.
View Risk Numbers associated with corresponding accounts found in the household's current portfolio within Riskalyze. Click to launch Riskalyze and view this individual account.
Quickly and Easily create new households or update an existing household with our synchronization tool. The Asset-Map and Riskalyze integration also
Emily, CFP, AIF from Colorado