The new Riskalyze-Fidelity API integration seeks to assist advisors in creating a more comprehensive client risk assessment.
Through our relationship with Fidelity, Riskalyze is dedicated to helping financial professionals use technology to serve clients everywhere. Riskalyze and Fidelity are proud to announce new API integrations that helps advisors create a more comprehensive client risk assessment.
Riskalyze users can now search for clients already in Fidelity Wealthscape and integrate their account data via Fidelity’s APIs. This update enables financial professionals to take advantage of intraday account balances and positions data to update their integrated accounts in Riskalyze. Ready to set up your integration and start taking advantage of this valuable new connection? Our Knowledge Base article will take you through the process step-by-step.
This new Riskalyze-Fidelity integration seeks to continue assisting financial professionals to work seamlessly across systems and empower their clients to invest fearlessly.
Interested in learning more about how Fidelity and Riskalyze work together? Watch our recent webinar, Using Tech to Grow in 2020, to learn how Fidelity and Riskalyze partner to drive results and strengthen relationships.
To learn more about Riskalyze's products and solutions, visit: www.riskalyze.com.
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Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
About Fidelity Investments
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $8.6 trillion, including discretionary assets of $3.4 trillion as of July 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 245 Summer St., Boston, MA 02210.
Fidelity Investments is an independent company, unaffiliated with Riskalyze. Fidelity Investments is a service provider to Riskalyze. 944559.1.0