Frequently asked questions and support documentation for Riskalyze

Riskalyze

Getting Started

Good place to jump in. The hub for all core aspects to Riskalyze.

12 articles

Success Playbooks

Learn the playbooks used by top producers and Riskalyze power users.

4 articles

Client Meetings

Ideas and methods to help prepare for your next client or prospect meeting.

6 articles

Risk Number

Best practices for capturing a client's Risk Number with quantitative, objective math

16 articles

Portfolio Tools

Setting up portfolios, leveraging tools for analysis, how risks are calculated

22 articles

Math and Methodology

The math of Riskalyze and background on the questionnaire

11 articles

Annuities and Insurance

Learn how advisors demonstrating annuities & insurance in Riskalyze.

2 articles

Best Practices

Collection of articles covering an array of features advisors find very fruitful

16 articles

Prospective Clients

Using Riskalyze with prospective clients—learn what top producers do

7 articles

Integrations

Want to setup or see what integrations are available?

25 articles

Administrative

Got setup or general questions about Riskalyze? Check out these articles!

3 articles

Alternative Investments

Use alternatives? Curious how to use in Riskalyze? Check these out for guidance.

12 articles

Funds

Curious about specific funds? Look here for more information

6 articles

Autopilot

Autopilot for Retirement Plans

1 article

Getting Started

Get started with Autopilot—the journey begins here

5 articles