Riskalyze, the company that invented the Risk Number™ for financial advisors and their clients to use to align risk preference with portfolio risk, is working with Morningstar to offer advisors a streamlined solution for managing the risk in their clients’ portfolios. Advisors who use both Riskalyze and Morningstar OfficeSM can take advantage of this new integration to seamlessly access their Morningstar Office client information from within Riskalyze, and automatically update the holdings in their clients’ accounts.
