Riskalyze Meetings is an incredibly powerful way to engage your clients — whether they're across the room, or across the world. With Meetings built into Riskalyze, you can effortlessly launch a meeting with just two clicks. Your client only needs a web browser (e.g. Google Chrome or Firefox) to join the meeting. It's absolutely secure, and there's no way to share the wrong data with the wrong client.
Your clients can watch you manipulate portfolios and Retirement Maps, help them capture their Risk Number, or you can even beam a risk questionnaire to their device to fill out.
Downloading the Meetings Extension
Before you can launch a meeting, you'll need to download the Riskalyze meetings extension for the preferred browser.
To download the plugin, simply click the link provided for your browser of choice. This will redirect you to the browsers application store where you can download the plugin. After the download finishes, navigate back to your Riskalyze tab and refresh your browser.
Note: Your clients do not need to download any plugins to use meetings. Clients can join a meeting from Firefox, Chrome, Safari, or Edge. Meetings do not work with Internet Explorer.
Starting a Meeting
To get started, open your client's profile and click Start Meeting in the client header (see animation above). Before the meeting launches, we'll generate a custom link to your meeting that you can copy and send to your client. You can also have your client visit www.meetmyadvisor.com, and enter the client code shown(rather than sending them the link by email).
Once you've forwarded the meeting info to your client, click Start Meeting one last time.
What Can My Client See?
To protect your other clients' information, the client you are meeting with will only be able to see their own portfolios (current and proposed), Risk Questionnaire, and Retirement Map. If you are navigating the Dashboard, Models, or another client profile, we'll surface a "This meeting is paused" message to the client in your active meeting.
When you navigate to their portfolio, they'll be able to watch as you move your mouse, make changes, open Scenarios, and Stats, and otherwise interact with the portfolio.
Retirement Maps work similarly - the client can watch as you make changes, and will see updates in real-time:
Sending a Risk Questionnaire
With Meetings, it's incredibly simple to walk through the Risk Questionnaire with your client or beam it to their device to fill out.
Simply navigate to the Risk Number tab for your client and click New Questionnaire just as you would outside of a meeting. Here, you'll have two primary methods for walking through a questionnaire during your meeting.
- Launch Now opens the Questionnaire on your screen, allowing your client to watch as you step through each question.
- Push to Meeting beams the Risk Questionnaire directly to your client's device for them to fill out.
Ending a Meeting
When you are finished with the meeting, just click "End Meeting" at the bottom of the screen to end your Meetings session.