We are excited to join forces with RetireUp to launch a powerful new integration between our platforms. Advisors who use both Riskalyze and Retireup can take advantage of this new integration which seamlessly imports your Riskalyze client information into Retireup, and build risk-tailored portfolios aligned with client retirement goals.
Miss the event or want to watch it again? Just click the video above to view a firsthand demonstration showcasing the seamless transition from Riskalyze to RetireUp, enabling advisors to capture a clients risk number, align their portfolios to match, and import that data into RetireUp for a comprehensive retirement planning discussion.
For more info on our platforms, email firstname.lastname@example.org or email@example.com.
Thanks again for being part of such a great event!