Riskalyze Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Easily connect your applications and optimize your workflows with minimal effort. Tailored for individuals with hectic lifestyles, Zapier automates the movement of data between your web apps, enabling you to focus on your priorities. With just a few simple clicks, you can link your online tools for smooth data exchange. Information transitions seamlessly between your applications through automated processes termed Zaps. Speed up your projects and elevate productivity, all without needing coding expertise. Discover how Zapier makes automation accessible to everyone. Keep utilizing your favorite tools while enjoying the broad connectivity provided by Zapier, which integrates with more web applications than any other platform and continuously adds new ones every week. Our system is compatible with widely-used applications like Facebook Lead Ads, Slack, QuickBooks, Google Sheets, Google Docs, and many others! The user-friendly editor supports self-service automation, allowing you to create Zaps independently, without the need for a developer. Take advantage of Zapier’s built-in features to develop powerful workflows without depending on extra services. With over 3 million users relying on Zapier to manage their repetitive tasks efficiently, it's clear that the platform is trusted. Additionally, Zapier Agents enable businesses to automate real-world tasks by creating custom AI-driven assistants, which boosts both efficiency and creativity. As a result, Zapier not only streamlines automation but also broadens the scope of collaborative potential for teams, paving the way for innovative solutions.

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

Redtail CRM provides essential features designed to enhance client relationships, boost revenue and profitability, minimize client loss, and foster better team collaboration. Its seamless integration with other widely-used tools in the financial services sector ensures uniform data entry across various platforms, effectively reducing the need for duplicate data entry. Offered as a subscription service, Redtail is billed based on the database rather than the number of users, allowing up to 15 users per database at an affordable monthly fee. We recognize that some offices may face challenges when it comes to adopting a CRM system, which is why Redtail aims to simplify the process. Additionally, the user-friendly interface is tailored to support teams in adapting quickly and efficiently.

If the world of investing captivates you, you've come to the right place. We provide a range of services that includes experienced professionals and innovative educational tools and technology to sharpen your investment skills. Grasping the concept of value goes beyond just looking at prices. At TD Ameritrade, you can engage in online trading without incurring commissions, enjoying access to our complete array of platforms and products without any deposit or trading minimums and free from unexpected fees. Whether your focus is on active trading or long-term investments, our platforms come equipped with sophisticated tools and features to help you make informed investment decisions. No matter which platform you choose, you'll be able to research stocks, execute trades, and manage your portfolio with insights backed by live CNBC streams, real-time quotes, and seasoned experts in the industry. This all-encompassing approach guarantees that you have every resource necessary to thrive in your investment endeavors, enabling you to navigate the market with confidence and clarity. Your journey towards financial success starts with the right tools and support, and we are here to provide just that.

Navigating the investment landscape is made easy with our user-friendly website and accessible support, so you can approach the process without feeling overwhelmed. Before you know it, you'll be making investment choices with confidence at E*TRADE. Start by funding your account to buy the shares you want, and take advantage of our wide range of tools designed to enhance your investing experience. You'll have a plethora of investment options at your fingertips, along with valuable insights into potential opportunities, user-friendly trading tools, and support whenever you need it. If you’re uncertain about how to begin, we offer a wealth of tutorials, articles, videos, and other resources to help you understand the basics of investing. Our dedicated team is always on hand to provide support or discuss your investment ideas, ensuring our communication is straightforward and relatable, without any complex financial terminology. Remember, investing can be a rewarding endeavor, and together we can transform it into an enjoyable and successful journey. With the right resources and support, you’ll find that taking the first step into the world of investing is both accessible and fulfilling.

Easily handle your investments and execute trades with the assistance of Schwab. You have the flexibility to trade a diverse array of financial instruments, including stocks, options, bonds, mutual funds, and ETFs. With Schwab's user-friendly website and mobile app, you can monitor your account effortlessly from any location at any time. The platform provides a comprehensive suite of online tools that aid in screening and evaluating investments, as well as in crafting a personalized financial strategy. Should you require guidance, our team of financial experts is readily available, and you can also access support at a nearby branch. Our trading platforms, whether accessed through the web or mobile devices, are designed to ensure an optimal trading experience. If you aim to enhance your trading skills or venture into new areas, you can connect with a community of fellow trading enthusiasts. With a simple touch, face ID, or your saved passcode, it’s easy to check your portfolio balance, which includes assets beyond what’s held at Schwab, along with your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is straightforward—just take a few pictures. In addition, you can swiftly review your positions and trade various assets like stocks, ETFs, mutual funds, and options, all while benefiting from the latest technological conveniences. Schwab not only simplifies trading but also empowers you to take control of your financial future.

Utilize the most precise calculation tools to establish strong plans and connections. To enhance their practices, collaborate with fellow financial planners and independent advisors who employ powerful wealth management calculation tools. Moneytree provides comprehensive planning solutions that cover everything from the overarching vision to the finer details. With straightforward results and rapid data entry, the planning process becomes streamlined and efficient. Quickly address clients' "What-If" scenarios to deliver immediate, comparative insights. Engage clients in the planning journey by partnering with them to develop tailored strategies. By gathering detailed information and performing thorough analyses, you can fulfill all of your clients' planning needs. You can document aspects of your clients' lives and easily adapt to future changes. The planning strategy that aligns best with your clients’ needs is the one you select. Moneytree Elite's comprehensive planning evaluates and captures your clients' financial circumstances while illustrating the effects of significant financial decisions on their future. This approach not only enhances client satisfaction but also fosters long-term relationships built on trust and transparency.

We create customized digital solutions designed specifically for investors, financial advisors, broker-dealers, and other financial brands. Wealthbox functions as a beautifully crafted CRM that allows financial advisors to seamlessly manage their client relationships and collaborate effectively with their peers. Gone are the days of squinting at excessive data; our intuitive layout and efficient note-taking capabilities help you keep track of all communications, including calls, emails, documents, and financial information, without hassle. Maintain connections with your prospects and clients by interacting with them on social media platforms like Twitter, which keeps you engaged and up-to-date. Boost your productivity and conserve precious time with our user-friendly system; by simply clicking on a contact's phone number within Wealthbox, you can initiate a call to both yourself and your contact without delay. Furthermore, sending, forwarding, and Bcc’ing emails to your designated Wealthbox email dropbox is straightforward, automatically linking those communications to the corresponding contact record in your account. This efficient method not only streamlines your workflow but also significantly boosts your overall effectiveness in handling client interactions, allowing you to focus on building stronger relationships. With Wealthbox, you can experience a transformative approach to client management that drives better outcomes.

We integrate design thinking principles with personal finance to present a thorough and understandable overview of a client's financial circumstances. Asset-Map, a well-regarded financial technology company based in Philadelphia, PA, has earned the confidence of over a million users who engage with the platform alongside their advisors to enhance financial clarity. Additionally, we have successfully visualized more than $1.4 trillion in financial assets through Asset-Map. The reports produced by our platform arrange a household's financial data in an engaging visual format, allowing advisors to provide their insights in real time. Our interactive Target-Maps assist in identifying essential financial goals for households and effectively tracking their progress. Furthermore, advisors can effortlessly search through their entire practice, ensuring they pay attention to households that need support more efficiently than ever before. Take this chance to book a demo today and join the ranks of numerous financial advisors who are equipping their clients to grasp their entire financial situation for better decision-making. In doing so, you will not only elevate your advisory practice but also significantly improve the financial health of the clients you assist. This is a pivotal moment to embrace technology that can transform how financial advice is delivered and understood.

Designed specifically for financial advisors who value client connections, this extensive platform boasts a contemporary and intuitive interface that provides instant access to comprehensive client information. It creates a visually engaging and effortless client experience through its white label mobile application and online portal. The platform includes a variety of features, such as performance analysis, trading and rebalancing tools, billing capabilities, and a secure document storage system. Moreover, it seamlessly integrates with 25 leading wealth-tech providers in crucial areas like CRM, planning, and risk assessment, as well as offering direct connections to 14 custodians and many financial institutions. Whether you're a small firm outgrowing basic custodian tools or a larger enterprise in search of a superior all-in-one solution, CircleBlack is tailored to boost efficiency, impress clients, and draw in new business. This all-in-one platform is particularly advantageous for advisors transitioning from wirehouse and independent broker-dealer channels who seek a modern technological solution for their new Registered Investment Advisor (RIA) setup. Additionally, our outstanding support services facilitate a smooth transition process, minimizing client attrition and enhancing overall professionalism, so advisors can concentrate on what matters most—nurturing enduring client relationships. Ultimately, CircleBlack empowers advisors to elevate their practices and redefine their client engagement strategies.

Envestnet MoneyGuide is dedicated to simplifying the financial planning process by aligning it with specific goals, making it accessible to a wide audience. Our intuitive financial planning tools enable advisors of all sizes to customize their offerings to meet the unique needs of each client. With a focus on client-centered design, MoneyGuidePro® provides sophisticated solutions and informed assumptions that aid advisors in navigating the complex financial elements that impact their clients' lives. In addition, MoneyGuideElite℠ offers an interactive platform for advisors to visually demonstrate various components such as income distribution, tax optimization strategies, lifetime protection plans, and the advantages and disadvantages of annuities. To enhance communication and data collection, we supply a variety of resources like questionnaires, brochures, and educational videos. Moreover, our marketing storefront enables you to personalize marketing materials with your contact information and branding, which helps to foster a professional image. This well-rounded strategy ensures that advisors are thoroughly prepared to guide their clients through their financial journeys while also adapting to their evolving needs. In doing so, we strive to create a supportive environment that promotes financial literacy and informed decision-making for all clients.

SmartOffice enables users to view, edit, create, and print Microsoft Office and PDF documents directly from their mobile devices, while SmartOffice PDF specifically provides features to view, annotate, and highlight PDF files. Additionally, users can convert Office documents into PDFs, saving them to their mobile devices or cloud accounts, and print wirelessly to thousands of compatible printers. The SmartOffice Mobile App serves as a comprehensive alternative to MS Office 365 and is available for download on both Google Play and the App Store for personal use, with options for enterprise users to integrate the app within a security platform to enhance mobile productivity. Furthermore, the SmartOffice SDK offers a variety of solutions that can be effortlessly incorporated into your enterprise's document workflow, allowing for seamless integration with your EFSS or MDM systems. This flexibility ensures that the SmartOffice mobile app can be effectively utilized within a secure enterprise environment, making it a valuable tool for businesses looking to enhance their document management processes.

Envestnet | Yodlee emerges as a leading platform in data aggregation and analytics, significantly improving the financial experiences of consumers through innovative products and services specifically crafted for over 1,400 financial institutions and FinTech companies, including 16 of the largest 20 banks in the United States. We are pioneering a transformation in financial applications and services by offering all-encompassing solutions aimed at wealth managers, banks, merchants, and more. Uncover the ways in which we can support your path to growth. Our powerful data aggregation platform enables financial institutions and FinTechs to deliver better financial results for their customers. We are committed to upholding industry-leading standards for data security, ensuring compliance with regulations, and safeguarding privacy. Stay informed with insights from Bill Crager about Envestnet's steadfast dedication to purposeful initiatives. Furthermore, delve into our vast array of white papers, on-demand webinars, eBooks, case studies, and additional resources, all brimming with essential product details and actionable advice designed to empower your success in the financial arena. Through our collaboration, we can ignite innovation and elevate the standards of financial services, making a substantial impact on the industry.

Wealth managers require advanced solutions for reporting, invoicing, billing, as well as trading, rebalancing, client interaction, business analysis, and financial data oversight. Blueleaf integrates reporting, communication, and automation functionalities into a cohesive platform that is recognized for its effectiveness and user-friendly design in the industry. Gain access to clear, customizable insights that significantly impact not only the assets you manage but also the overall efficiency of your business operations. By presenting crucial information in a format that is easy for clients and prospects to understand, you can foster stronger relationships with them. Furthermore, by optimizing automated workflows for delivery, billing, and account management, you can reclaim valuable time and boost your productivity. This forward-thinking strategy empowers wealth managers to dedicate their efforts to what is truly important: nurturing enduring connections and expanding their enterprises. Ultimately, the combination of these tools and strategies can lead to unprecedented growth and success in wealth management.

Every organization experiences success in its own distinct manner. Our specialization focuses on implementing technology that is customized to meet a wide array of needs, enabling advisors in different business models to fulfill their fiduciary responsibilities efficiently. We aim to create solutions that go beyond simple technological advancements, fostering a transformative environment that promotes innovation, questions conventional practices, and prepares you for lasting success. By building a robust technological framework with over 100 integrations, you can maintain data integrity through daily reconciliations conducted domestically. Improve teamwork through a versatile client interaction experience, while trading is optimized with a tax-efficient rebalancer. Additionally, you can design tailored SMA investment portfolios and boost your revenue streams with personalized fee and payout structures, leading to sustainable growth for your practice. In the end, our holistic strategy is crafted not just to help you achieve your objectives but to surpass them significantly. This approach empowers you to adapt to the evolving market landscape while ensuring long-term viability and success.

Introducing Co-Pilot, an advanced multi-asset portfolio trading platform tailored for proactive wealth managers seeking innovative solutions. Flyer offers a robust FIX solution that comprises a wide range of software, integrations, development kits, and dedicated support services. This comprehensive investment platform consolidates portfolio and order management within a single multi-asset application, all backed by the Flyer Trading Network. The Co-Pilot API allows developers to quickly create their own trading platforms while connecting with diverse trading partners, ensuring a smooth and user-centric experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, thus simplifying trading interactions with custodians and brokers. Navigating the intricate workflows involved in managing a diverse mix of equities and mutual funds necessitates the use of advanced trading tools. When potential allocation combinations are layered together, the number of unique portfolio possibilities increases exponentially, showcasing the platform's adaptability and efficacy in wealth management. As the financial landscape shifts and evolves, Co-Pilot is prepared to transform and fulfill the dynamic needs of its users while continuing to innovate in the trading space. This readiness for adaptation ensures that wealth managers can confidently rely on Co-Pilot to enhance their trading strategies.