Integrate Advisor Metrix with Riskalyze to Gain Deeper Insights into Your Firm
When you integrate the Advisor Metrix business intelligence platform with Riskalyze, you give your team the ability to immediately see critical client information from a single dashboard in real time, and engage with that data in a more meaningful way.
Reduce Meeting Prep Time. Enhance Client Satisfaction.
Watch the video below to learn how you can combine powerful business intelligence and analytics from Advisor Metrix with the Risk Number from Riskalyze to create a quick and easy client review process. Get prepared for client meetings faster, and use the Advisor Metrix dashboard view to effortlessly access all the relevant information you need to know about a client before they arrive for their latest portfolio review.
At-A-Glance Client Metrics
All your critical client information can be viewed on a single page with our unique contact dashboard view. See everything you need to prep for your next meeting, including the Risk Number for each member of a particular client household.
Simple, Fast Integration Setup
Setting up an integration with Riskalyze is as simple as entering your login credentials. Put in your username, password, and click done. Advisor Metrix does the rest to bring in the Risk Number for every client in your database.