Your Wealthbox CRM account can be integrated with Riskalyze, allowing you to view Riskalyze client portfolios and retirement information directly on the Wealthbox Contact Record page. The integration features:
- View Riskalyze Client portfolios and retirement information on the Wealthbox Contact Record Page.
- Open the Riskalyze Client profile with one click.
- View the Riskalyze portfolio Risk Numbers, and view them in Riskalyze with one click.
The first time you use the Wealthbox integration, you will need to connect your Wealthbox and Riskalyze accounts. For instructions, click here.