RetireUp Pro integrates with Riskalyze software. We’re proud to announce the integration of RetireUp Pro with Riskalyze, a software aimed at financial professionals to get risk assessments for client portfolios. With a few clicks, RetireUp Pro users can integrate Riskalyze software in their RetireUp Pro account via our Agent Portal.
More than a sales tool, RetireUpPro is the industry’s first advisor-guided retirement decision platform. Designed to increase capacity, productivity, and profitability—you can guide your clients through a personalized retirement planning experience. With RetireUpPro, you’ll be able to: • Change the client conversation • Visualize retirement realities and solutions • Get approvals faster with clean and compliant apps
If you have questions or concerns about syncing the two programs, please call (800) 527-1155 to speak with our Marketing Program Specialist, Hamilton Morales; or email him at hamilton.morales@figmarketing.com