Integrations /Risk Analysis

Get started with Wealthbox + Riskalyze

Modern CRM integrated with advanced risk analysis software for the win!

Overview

Riskalyze’s platform provides tools for analyzing investment risk, delivering 401 plans, and building and implementing investment portfolios. The integration with Wealthbox allows users to view Riskalyze client information in Wealthbox and access Riskalyze in one click.

Riskalyze data is shown on the Contact Record in Wealthbox.


“Simplicity in the relationship management experience of Wealthbox combined with the fearlessness in the investing experience made possible by Riskalyze is a big win for advisors and their clients.”

Steve Carroll

Head of Product at Wealthbox

Get started with Wealthbox + Riskalyze

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