Setting up the integration:
You'll first need to enable the Riskalyze integration within your database. Instructions for enabling integrations can be found here.
There are also setup steps you'll need to perform within Riskalyze. They provide detailed instructions here for that setup process.
The integration with Redtail CRM allows you to launch Riskalyze from within a contact record in Redtail, where you'll then have access to Riskalyze's full suite of features (Risk Questionnaires, Portfolio Analysis, etc.) for the contact from whose record you've launched Riskalyze. You can launch Riskalyze by clicking your Integrations Menu while within a contact record and selecting Riskalyze. You'll then see the below:
Note: when you initially click the Riskalyze icon, you may see a link to Learn About Riskalyze, where you can view a guided tour and sign up for their service.
After a client's Risk Numbers have been determined, this same area might now look like the below:
You should also be aware that you can access these numbers by clicking the Riskalyze icon at the top of a client's Accounts page in Redtail:
Riskalyze helps advisors pinpoint their clients' and prospects' tolerance for risk and lets them use that unique and personal Risk Fingerprint to find investments that fit them.
You can view the short video below for a look at how this works:
With the free account which is available to all offices, you can use Riskalyze with up to three clients. Should you wish to then use Riskalyze with additional clients, you can contact Riskalyze to upgrade to the full version. Once you're upgraded, you'll be able to launch Riskalyze from any of your contact records. You'll also be able to synchronize Redtail and Riskalyze data, create a Riskalyze Client Profile from a Redtail Contact record and link an existing Riskalyze Client to a Redtail Contact. Details on these additional integration features for Riskalyze users is available in Riskalyze's Knowledge Base here.
If you are looking for more Portfolio Analysis, click here!