What integrating with Riskalyze does for you
Integrating with Riskalyze will import all Model Portfolios from Riskalyze into RightCapital. RightCapital will present the portfolios using the asset class breakdown provided by Morningstar. The Risk Number associated with those model portfolios will also be displayed.
Additionally, integrating with Riskalyze allows advisors to import position-level account data into RightCapital financial plans. Account details are imported for each client under the Profile > Net Worth area, or step 4 of the initial data entry.
RightCapital does not currently pull in the client’s individual risk number.
How to set up your Riskalyze integration
Connect your RightCapital and Riskalyze accounts as follows:
Log in to RightCapital and navigate to Integrations > Riskalyze.
Click Connect, then enter your Riskalyze login credentials to proceed.
Complete the connection by clicking Yes, I authorize this request.
You will be taken back to RightCapital -- the integration is now complete!
How to use imported model portfolios
Imported model portfolios and associated risk numbers can be deployed throughout the RightCapital platform and across the financial planning process. The following modules feature Riskalyze imported portfolios prominently:
Visit the Advisor Portal > Models > Portfolios area to view imported porfolios with associated risk scores:
Target Riskalyze model portfolios in the Client Portal > Investment > Asset Allocation tab. Here Riskalyze portfolios can be modeled as the target asset allocation.
Client Portal > Retirement > Analysis > Action items:
- When assigning the asset allocation for investment accounts, users can choose from imported Riskalyze Portfolios. This can be accomplished in the Profile > Net Worth > Investment account area.
How to integrate Riskalyze accounts
Log in to RightCapital
Click Open Client next to the client you’d like to integrate
Navigate to Profile > Net Worth (or the 4th step of the initial data entry workflow, if this is a new client)
Click +Link Account and select "Riskalyze" from the dropdown menu.
This button only appears if an integration has already been established
Search for the client's name from the integrating database
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.
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For additional assistance integrating Riskalyze to RightCapital please contact Support.