This topic provides an overview of Morningstar Office integration with RiskAlyze.
The following topics will be discussed:
Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients. They are known for their Risk Number which provides the level of risk a client can tolerate.
How does this Integration affect me?
With this integration, advisors who subscribe to RiskAlyze will be able to pull client account information from Morningstar directly into RiskAlyze, and calculate a risk tolerance that best fits with the client's portfolio.
What type of information will be pulled into RiskAlyze?
The information being passed to RiskAlyze includes account name/number, holding name, ticker, shares, price, market value, and cost basis.
How can I subscribe to RiskAlyze?
If you would like to subscribe to RiskAlyze, contact them at 530 748-1660.
Who should I contact for integration support?
Morningstar subscribers should contact RiskAlyze for any issues via e-mail at support@riskalyze.com.
Importing Account Data into RiskAlyze
See Also