If you work with an administrative assistant, set them up with their own account with access to your clients! This is a powerful way to create efficiency in your workflow. Their account won't have its own data but can act on your behalf. With an Administrative assistant account, assistant's are now empowered to help capture a client's Risk Number, build portfolios, print reports and more.
Check out our webinar recording below:
For multiple-advisor firms, administrative assistants can easily toggle between advisors:
There many ways your administrative assistant can play a role in the Riskalyze process. For some more specific ideas and best practices, check out our Effective Teams Playbook.
How do I set up an assistant account?
If you have a Solo or Team account, you, the advisor, or the team administrator can contact us at [email protected] and we’ll get an account set-up for your administrative assistant to act on your behalf.