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Riskalyze has a new link into Morningstar Office intended to help advisors better quantify their clients’ risk tolerance.
Riskalyze, a risk analytics vendor, and investment research provider, Morningstar, report that they have integrated their wares so that “up-to-date account data from Morningstar Office” can be fed into Riskalyze software on a nightly basis. Advisors that have Riskalyze, maker of Risk Number, and Morningstar Office can access their Morningstar Office client information from within...
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