How do I set up the Orion / Riskalyze integration?

Orion integrates with Riskalyze, one of the more prominent providers of risk assessments for financial advisors. We've got this integration set up and ready for you and it's a simple task to get it going for yourself! 

In the top search bar within Orion, type "riskalyze" then click on the result that comes up (pictured).




Once open, it will ask for your Riskalyze credentials. Enter your credentials and you're all set up! 


Riskalyze does have a help resource for you once your integration is live. You can find that here. Please note that the set up of the integration is already done so you can focus on the last four sections of the article about using the integration once it's live. 

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