Redtail, Riskalyze announce integration

New software partners now sync assets and risk score on a nightly basis

Apr 8, 2014 @ 1:50 pm

By Joyce Hanson

Redtail, Riskalyze, customer relationship management software, risk analysis software
+ Zoom

Redtail Technology Inc. and Riskalyze on Tuesday announced an integration partnership that links Riskalyze's client risk tolerance tool directly with Redtail's customer relationship management system.

Under the terms of the partnership, which is now live for all advisers who use both software products, custodial assets sync on a nightly basis from Redtail into Riskalyze. At the same time, a client's risk number and asset risk score as assigned by Riskalyze sync over to Redtail, which was voted the most popular CRM in InvestmentNews' 2013 tech product poll.

Riskalyze's risk number measures client response to market volatility, aligning portfolios to client expectations and quantifying the suitability of investments.

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