Riskalyze offers a variety of useful reports to support client-advisor interactions. These reports are powerful tools which allow advisors to convey portfolio risk in a simple, elegant fashion. Reports help clients focus on the big picture, understand the advisor's value, and cement the advisor's interest in their financial future.
Generate a Report
The reports menu is accessed from inside the individual client view in Riskalyze. The reports available are Investor Policy Statement, Investment Roadmap, Risk Number ® Details, Current Portfolio, and Proposed Portfolio. For each type of report, there are also related content options which may be toggled on or off. Keep reading for instructions on accessing the reports menu and how to use each report type.
Follow these steps to generate a Riskalyze report:
- Start on the Advisor Dashboard
- Enter the desired client name and click to open their profile
- Click "Create Report" to the right of the client's name
- Select the desired report
- Toggle the available options as desired
- Click "Print"
Riskalyze will generate the selected report as a PDF, and download it automatically to your computer. Repeat as desired for additional reports.
Not sure which report to use? Here are some helpful tips on what each report contains and how to use them.
Investment Policy Statement and Investment Roadmap
These reports offer the most flexibility for holistic analysis of client and prospect portfolios alike. These reports can be configured to include Current and Proposed Portfolios, Retirement Maps, Stress Tests, and Historical Performance all in one place. IPS reports allow for client signatures, while the Investment Roadmap excludes a signature option. Advisors use these reports to remind clients what's been discussed regarding their portfolio and the investment decisions which have been made.
Risk Number® Details
This report shows the results of the Risk Questionnaire, including any answers to the written questions, and a sample 95% probability range to demonstrate risk. If a Risk Target has been set for the client, then this report includes only the target and the 95% range demonstration. Advisors use this report to review questionnaire results and confirm that the client truly matches the indicated Risk Number®.
Retirement Map
This report generates a visual chart and financial details for the client's Retirement Map. Advisors use this report to give clients a snapshot of their overall ability to achieve their retirement goals.
Current Portfolio and Proposed Portfolio
These reports show the overall Risk Number® analysis of the specified portfolio plus a list of underlying holdings. Advisors love sharing this report for a quick and simple understanding of portfolio risk. As a bonus, these reports can be set to compare two portfolios side-by-side, eg: Current vs Proposed.
Report Options
Investment and Portfolio reports have configurable sections that advisors may choose to include or remove. Toggle the following options to personalize each report.
- Retirement Map
- Risk/Reward Heatmap
- Stress Tests
- Historical Performance Chart
- Advisory Fees
- Asset Class
