Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

RiskPro

RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting Portfolios for their clients. RiskPro provides information only. The RiskPro analytics are provided solely to illustrate certain potential risk characteristics and metrics of the Portfolios, based on statistical data and mathematical probabilities, as of the date indicated. RiskPro does not provide investment advice or recommendations to purchase specific securities or specific Portfolios. Clients seeking investment advice, or additional information about RiskPro, should consult their advisor.

RiskPro
  • Risk Profiling
  • Portfolio Construction
  • Retirement
RiskPro

Companies that integrate with RiskPro

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

RiskPro

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.