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How can I integrate with Riskalyze?

How can I integrate with Riskalyze?

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Written by Team Wealthbox. Updated over a week ago

To integrate your Riskalyze account, you can:

  1. Navigate to your "Applications” page by clicking the three dots in the top right corner of Wealthbox.

  2. Within the Applications section, click on "Settings" next to Riskalyze.

  3. Click the green “Connect Riskalyze” button.

  4. Add your Riskalyze login credentials.

Note: The connection between Riskalyze and Wealthbox is linked by the contact’s e-mail address. If the data does not appear, check that the e-mail for the contact matches in Wealthbox and Riskalyze.

See also: What does the Riskalyze integration include?

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