Advisors using Riskalyze Premier (legacy plan) have access to powerful client engagement and account opening tools that help empower fearless investing.
Check out the categories below to see the value Premier adds to your practice.
Check out the Working With Advanced Portfolio Stats Knowledge Base Article to learn more.
Check out the Timeline Knowledge Base Article to learn more.
Check out the Account Opening Knowledge Base Article to learn more.
Check out the Asset Sync Knowledge Base Article to learn more.
Check out the Data Sharing Knowledge Base Article to learn more.
Stop us if you've heard this one but...check out the Retirement Plans Knowledge Base Article to learn more.
Advisors with Riskalyze Premier Edition and a DocuSign subscription have an electronic signature option when presenting the Investment Policy Statement (IPS) to their clients. This requires activation of our DocuSign integration which can be completed via Menu —> Settings —> Integrations. Once you activate your DocuSign integration, you're all set!
Simply click on the DocuSign button (as shown below) and follow the prompts to begin the signing ceremony.
Ready to take Riskalyze to an Elite level? Click Here to find out more about additional features contained in Riskalyze Elite like Individual Security Analysis and an all-new Advisor Marketing Kit.