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Redtail Technology > News > Integrations > Updated integration with Riskalyze!

Updated integration with Riskalyze!

Category: Integrations
integration updates

Riskalyze: Empowering the world to invest fearlessly.

Riskalyze logo

ABOUT Riskalyze We’re on a mission to empower the world to invest fearlessly.

Investing feels broken for the average investor, and subjective risk semantics like “aggressive” and “moderately conservative” don’t help. We believe that when advisors align the world’s investments with each investor’s Risk Number®, anyone can invest fearlessly.

Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.”

WHAT ARE THE INTEGRATION POINTS BETWEEN RISKALYZE AND REDTAIL CRM? New integration points between Riskalyze and Redtail CRM include:

  • Redtail now pulls the “Next Check-In” and “Last Sent On” dates from Riskalyze and displays them accessibly beneath the client’s Risk Numbers.
  • Riskalyze’s “Create Risk Questionnaire” option within Redtail now provides users with a link to that client’s questionnaire they can easily copy.
  • Now, when accessing Riskalyze from Redtail’s Integrations menu while in a contact record, updated information from Riskalyze will automatically be pulled in for the client. Previously, you were required to click “Analyze Client Risk” in order to update that information.
  • Much more information for clients is now displayed in Redtail’s Riskalyze integrations panel, including Current Portfolio, Active Proposal, and Retirement information.

Note: as of today, March 2, existing users of this integration will need to re-authorize the integration to take advantage of these enhancements and continue using the integration. Instructions for authorizing the integration can be followed at the link below on details of the integration.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.