Advisors using Advyzon's CRM will now be able to view their clients' Riskalyze indicators, according to an announcement made by the cloud-based advisor technology platform. The single sign-on access allows for easy navigation between the two platforms, said the company.
"Advisors will be able to see client Risk Numbers at a glance while they are using the Advyzon platform and keep risk at the center of those conversations to make sure clients stay on the right track," said Riskalyze CEO Aaron Klein. The integration is available to all advisors using Advyzon who also use Riskalyze.
This is one of the latest tech improvements by Riskalyze. It launched a mobile app last fall that is being rolled out for iOS and Android users. The company also built a quantitative metric to provide advisors with a new way of measuring the efficiency of return per unit of risk, called GPA.