Frequently asked questions and support documentation for Riskalyze


Getting Started

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

10 articles

Success Playbooks

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

6 articles

Client Meetings

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

7 articles

Risk Number

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

17 articles

Portfolio Tools

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

26 articles

Math and Methodology

The math of Riskalyze and background on the questionnaire

13 articles

Annuities and Insurance

Learn how advisors demonstrate annuities & insurance in Riskalyze.

3 articles

Best Practices

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

23 articles

Prospective Clients

Using Riskalyze with prospective clients—learn what top producers do

10 articles

Riskalyze Premier

Client engagement & account opening tools for a new level of fearless investing.

4 articles


Want to setup or see what integrations are available?

51 articles


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

11 articles

Retirement Plans

Retirement Plans

6 articles

Alternative Investments

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

14 articles


Curious about specific funds? Look here for more information

6 articles


Autopilot Account Opening

2 articles

Autopilot CLS

5 articles

Integration Partners

1 article

Getting Started

Get started with Autopilot—the journey begins here

10 articles