Product Update: Riskalyze Integration Update

Product-Update-Riskalyze-Integration.jpeg

By TJ Hill, Director of Marketing

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

Riskalyze-Integration-Update-1.png

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

Riskalyze-Integration-Update-2.png

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

Riskalyze-Integration-Update-3.jpg

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

Riskalyze-Integration-Update-4.png

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

Riskalyze-Integration-Update-5.png

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

Riskalyze-Integration-Update-6.png

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

TJ Hill