In This Article:
- Riskalyze Training 101
- Settings Menu, Integrations and Initial Implementation
- Steps To Success
- What to expect in the first 30-60 days
- Top Producer Playbooks
You've joined tens of thousands of advisors using Riskalyze to empower fearless investing with their clients and prospects. So you can share in that success, here are a few essentials that will help you seamlessly implement Riskalyze in your next meeting.
1. Riskalyze Training 101
The Riskalyze Advisor Success Team has created multiple on-demand online events to help you quickly and efficiently master the major components of Riskalyze. To view, login to Riskalyze, click on the HELP button (right side of your screen) then click the Recorded Webinars tile to view the available topics. Advisors new to Riskalyze find the most success when they start with Riskalyze Training 101 to learn the basics and prepare for using Riskalyze in client meetings.
In addition, you can find upcoming online events hosted by Riskalyze by clicking on the MENU ≡ button (top right of your screen) followed by Online Training. Here, you'll be able to register for webinars covering everything from new features to new strategies recently added to the Partner Store.
2. Settings Menu, Integrations, and Initial Implementation
The next few steps are to configure your account. Don't worry—this is pretty quick! Check out the video below to get started.
To find out if the software you already use integrates with Riskalyze, check out the Integration List. A great approach is to integrate your CRM or custodian, for example. Integrations are free, and they provide phenomenal efficiency by creating one-way or two-way connections between the products you use.
If you use something that's not on the list, shoot an email to firstname.lastname@example.org. This helps us prioritize building integrations with the tools you use most.
Make sure to set up your firm's logo and disclosures using the quick steps here.
If you're on Riskalyze Office, send your list of users (advisors, admins, etc.) to email@example.com, and we'll get all your team's accounts configured in a jiffy!
3. Steps to Success
When you're logged in to Riskalyze, click Help on the right side of the screen to give you full access to our resources, webinars, and customer care.
Our Knowledge Base is chock-full of articles and videos offering best practices for using Riskalyze with clients, prospects, and leads. You can access the full Knowledge Base any time by clicking that HELP button on the right of the screen in Riskalyze.
PRO TIP: Check out Riskalyze Academy—a step-by-step, holistic training in the HELP menu. Riskalyze Academy is a library of lessons with interactive media, bite-sized chunks, and self-assessments geared toward providing exclusive content right from within your Riskalyze account.
Riskalyze has all U.S. stocks, ETFs, and mutual funds, over 10,000 SMAs, more than 130,000 VA subaccounts, and boatloads of other investments. Review our methodology and specific use cases for just about everything under the sun: annuities, alternatives, separately managed accounts, and more. Start with our Alternative Investment section to dive in! Can't find what you're looking for? Email our Customer Care Team firstname.lastname@example.org.
5. What to Expect the First 30-60 Days?
In the first few days, top advisors:
- Define their desired outcomes (goals) with Riskalyze.
- Determine how to align their firm's measurement of success using Riskalyze.
- Evaluate measurements of success.
Following the model above:
- Decide how to enhance your prospecting and deepen relationships with current clients. Success Playbooks is a great place to start.
- Perform 4-6 client and prospect reviews with Riskalyze to test the waters. Evaluating the product with clients helps crystallize specific steps for implementation.
- Evaluate the improvements in the prospecting process and client relationships.
Goal setting is key. By setting clear, objective, and definable goals, top advisors establish the purpose for Riskalyze. You'll find success with Riskalyze within a reasonably short period of time.
6. Top Producer Playbooks
Clients love seeing risk expressed in understandable terms and knowing how much risk their portfolio has. Showing Riskalyze on-screen with clients and prospects—whether the Portfolio Tools or Retirement Maps—is game-changing. It builds trust in the advisor and helps clients visually understand their portfolio and retirement goals.
Get started by scanning several Success Playbooks.
We look forward to your success!