(Integration) Advisor Websites and Riskalyze

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Riskalyze

What is Riskalyze?

Built on the academic framework that won the Nobel Prize for Economics in 2002, Riskalyze is math-driven technology for capturing a quantitative measurement of a client's tolerance for risk.

What is the integration?

The Advisor Websites and Riskalyze integration displays a detailed risk analysis questionnaire on your website, accessed by a customized call-to-action.

What is the benefit?

Frequently one of the most difficult decisions clients face when it comes to their financial investments is whether to engage in high risk activity for a greater return, or take the safer though less rewarding route.

This integration assigns a numerical value to a client's risk tolerance, giving them a greater awareness of their comfort levels, and you to the power to work within their boundaries and deliver results that match an understood expectation.

Since the risk analysis questionnaire can be completed by prospective clients as well, the integration also acts as a lead generation tool, providing you with personal information you can follow up with.

How does the integration work?

After generating a 'Risk Number,' information submitted by prospects and clients through the survey on your website is automatically imported into your Riskalyze dashboard.

What do I need to integrate?

To integrate you need two things:

  1. An Advisor Websites account
  2. A Riskalyze Account

For more information on how to install and use the integration, read this Knowledge Base article from Support.

How much does it cost?

Depending on your needs, $20/month for the Lead Generation package or $109/month for the Premium Risk Analysis. More information on Riskalyze can be found here.

Author: Kellie Gibson

Topics: advisor websites, financial advisors, integration, Integration, Riskalyze, technology

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