With the aim of enhancing your Riskalyze experience, we're building a better Riskalyze that's packed with brand new workflows, improved navigation, and a fully overhauled user interface.
On your dashboard, the first thing that you’ll notice is that the “Add New Client” button is no longer in the search bar. Selecting this button now launches a workflow that makes it much easier to distinguish the avenue through which you would like to add the client.
If you are an advisor with active integrations, you will be able to select the integration and search the partner database to sync in a client- and the logos are large enough to see now! If the client does not exist in the partner database or if you do not have any active integrations, you are still able to select “Enter Manually” to create a new client.
In addition to the new aesthetic, we have made a few functional changes to the tabs on your client list.
- The filter and sort options for your clients can now be found in the menus on the right-hand margin of the header. When you have selected an option from either menu, the criteria being applied to the list will be displayed on the menu icon to increase clarity.
- The list now displays when the next Check-in is scheduled for each client. This removes the need for you to access the client profile to access this information.
- Client Dashboard:
- The list now displays the client email address and indicates when an email is missing. This also removes the need for you to access the client profile to access this information.
In an effort to increase clarity and context as you navigate throughout the pages that are specific to a given client, we have implemented tabbed navigation for our clients. As you navigate through all of the tabs, you will notice that the client name and specific information like Risk Number, email address and client status remains at the top of the screen regardless of the page that you are viewing. We have also enabled you to create reports and start meetings from any tab within the client profile. You will notice a number of tabs that did not exist previously. Let’s take a look at the highlights of this page.
- Overview - With the new client overview we have introduced a side by side portfolio comparison for the current and proposed portfolios. Each portfolio card contains the account value, portfolio analysis, and asset class chart. This provides you with a high-level overview of each portfolio without needing to access the portfolios themselves. We believe that the ability to look at more than just a Risk Number for each portfolio is going to make it much easier to talk to your client about any changes that may be necessary for their portfolio. The Retirement Map widget now provides you with an actual representation of the client’s current Retirement Map rather than the percentage that was previously displayed. We have also included the estimated retirement year and the last date that the map was updated. This enables you to incorporate the Retirement Map into your client review without ever leaving the Overview tab. The Check-ins widget provides you with the date of the last Check-in as well as the response that your client provided for each question. Additionally, you can now send a Check-in directly from the overview page for a client.
- Portfolio - Analytics such as Risk/Reward Heatmap, Stress Tests, Scenarios, and Stats are now accessed at the top of the portfolio rather than on the right-hand side. We have also added a “Create Proposal” button to this page which removes the need to launch the proposal workflow from the Overview.
- Proposals - This tab contains a list of both the active proposal and archived proposals for a client. The list view now includes the date that each portfolio was last modified. This update will allow you to better distinguish which proposal you would like to work with.
- Retirement Map - The Retirement Map has a new look, but still functions the way that you would expect. You’ll notice that all of the inputs now appear below the graph rather than on the right-hand side. This allowed us to use the entirety of the screen for the Retirement Map itself to provide a better visual. You now toggle between the portfolio that you would like to model by selecting “Change Portfolio”, which presents a list of portfolios that you are able to use. You will also find the dollar amount that is in the portfolio you have selected on the list view.
Note: Client Actions can be found in the 3-dot menu to the right of the client tabs.
Client Risk Number
Our updated Risk Number workflow now allows advisors to send out and capture multiple risk assessments and then resolve those separate results into a single Risk Number for the client/household.
Advisors can now create multiple "Active" questionnaires per client, and send them out to separate email address directly from our New Questionnaire modal. Once the questionnaires have been completed, the Risk Number for the client will be placed into a "Pending" status. From here, advisors will have access to a brand-new Risk Number Confirmation workflow allowing them to manually adjust the Risk Number they'd like to set for the overall client based on the questionnaire results they've collected.
For more on this process, check out our KB on What's New with the client Risk Number workflow.
Not only did the Models page get a new look, but filters are back! As a part of this redesign, we were able to bring back the ability to sort your model list and filter by tags that you have created.