Riskalyze and Orion Advisor Technology on Wednesday announced an enhancement to the existing integration of their platforms that they said now allows advisory firms to "seamlessly bring accounts and models directly into their proposal process" in Riskalyze's platform.
The upgraded integration, available now to advisors, now includes a setup that the firms believe is "as easy as entering in a username and password, and it's self-serviceable."
Orion's Portfolio Groups are also now reflected as account groups in Riskalyze, the companies noted in a joint press release.
Functionality from the previous iteration of the integration between the firms — including risk analytics in Orion's Client Portal and a dedicated sub-report in Orion's Report Builder — are still available in the enhanced offering.
