Integrations

Riskalyze

With risk profiling now such an important part of the client engagement experience, it'd be fantastic if Practifi could integrate with Riskalyze. I'd love to see the risk score on the client record and also be able to use it in segmentation and analytics. Even better, it would be great to see a trend arrow if the client re-rates in Riskalyze. 

Maybe even an interaction type so we can receive alerts every time that access the tool?

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