Advisors utilizing Advyzon's CRM will now be capable to view their purchasers' Riskalyze indicators, in line with an announcement made by the cloud-based advisor expertise platform. The one sign-on entry permits for simple navigation between the 2 platforms, stated the corporate.
"Advisors will be capable to see shopper Threat Numbers at a look whereas they're utilizing the Advyzon platform, and hold danger on the heart of these conversations to ensure purchasers keep heading in the right direction," stated Riskalyze CEO Aaron Klein. The mixing is obtainable to all advisors utilizing Advyzon who additionally use Riskalyze.
This is likely one of the newest tech enhancements by Riskalyze. It launched a cellular app final fall that's being rolled out for iOS and Android customers. The corporate additionally constructed a quantitative metric to supply advisors with a brand new approach of measuring the effectivity of return per unit of danger, referred to as GPA.