Align your planning advice with your clients' risk tolerance through eMoney's integration with Riskalyze

Assessing and understanding client risk is an integral part of your business. The eMoney and Riskalyze integration gives you the ability to improve interactions with both clients and prospects with seamless access into Riskalyze. Use the Riskalyze data to help win new clients, capture and meet expectations, and quantify sustainability.

LOG IN QUICKLY AND EASILY

Dramatically improve your interactions with both clients and prospects with single sign-on access from eMoney to Riskalyze.

SEAMLESSLY SHARE DATA BETWEEN PLATFORMS

Save time and effort by exporting your eMoney accounts directly into Riskalyze without leaving the eMoney Platform and import Riskalyze clients into eMoney to efficiently transfer client Risk Numbers.

GAIN A COMPREHENSIVE CLIENT OVERVIEW

Conveniently access client risk numbers, current Riskalyze portfolio risks, and the Riskalyze questionnaire directly from the Client Overview page, providing a full overview of client risk.

STRENGTHEN THE CLIENT EXPERIENCE

Provide your clients with a holistic view of their finances by adding Riskalyze's industry's leading risk alignment tool to the Home Page of the Client Portal.

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CONTACT INFORMATION

If you have any questions about eMoney's solution and services, please call