Vantage Point Consulting | Salesforce Partner for Financial Services

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Riskalyze Integration with Salesforce

Riskalyze

  • Integrating Riskalyze with Salesforce allows you to import clients from Salesforce and sync Risk Numbers from Riskalyze Clients and Portfolios back into Salesforce.

  • Portfolio Risk Management

  • Asset Management

  • Wealth Management


Looking to integrate Riskalyze with Salesforce? Let’s talk!