Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management

Advyzon, an all-in-one, cloud-based financial advisor technology platform, announced an integration with Riskalyze, a risk assessment tool and creator of the Risk Number®. This integration allows for Advyzon users to log in to their Riskalyze account through Advyzon’s CRM and view their client’s Risk Numbers within the Advyzon portal.

“At Advyzon, we pride ourselves on keeping our ears to the ground, listening to what advisors want and working to improve their experience and the service they provide to their clients,” said Advyzon President of Client Services Dirk Pearson. “As a large number of our advisors have asked for a risk feature, we saw an integration with Riskalyze as a huge opportunity to make their lives easier and streamline the way they manage their clients’ portfolios.”

Advisors who use Advyzon now have single sign-on access to their Riskalyze account through the Advyzon platform, as well as access to their clients’ Risk Numbers in their client-account page. Once users initiate the integration and access their Riskalyze account, they will be able to easily navigate between the two platforms as well as view client and target risk scores within their client page.

“Improving advisor experience and streamlining the client workflow is something that both firms have shared as an objective, and we’re excited to launch our integration with Advyzon,” said Riskalyze CEO Aaron Klein. “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.”

The Advyzon platform offers an end-to-end solution for advisors which includes CRM, client reporting, billing, document management, a client portal, and more. This integration is available to all Advyzon advisors who use Riskalyze. To learn more about the full capabilities and benefits of the integration, register here for the joint webinar on February 5, 2019 at 1 p.m. EST.


Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit to learn more.


Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit

Comments are closed.