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Integrations

Integrations

Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.

Michael Schwabe avatar Steven Engle avatar
6 articles in this collection
Written by Michael Schwabe and Steven Engle

MoneyGuidePro Integration - How to

Import client data from MoneyGuidePro to Asset-Map
Steven Engle avatar
Written by Steven Engle
Updated over a week ago
Riskalyze

Riskalyze Integration - How to

Show Riskalyze risk scores on an Asset-Map Report
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Written by Michael Schwabe
Updated over a week ago

Riskalyze Troubleshooting

Help for common questions regarding Riskalyze
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Written by Michael Schwabe
Updated over a week ago

Hide or Show Riskalyze Scores

Riskalyze scores of linked accounts can be hidden
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Written by Michael Schwabe
Updated over a week ago
Redtail

Redtail Integration - How to

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Written by Michael Schwabe
Updated over a week ago
Orion

Orion Integration - How to

Import data from Orion into Asset-Map
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Written by Michael Schwabe
Updated over a week ago