You can easily add your firm's logo and basic information to Riskalyze, and they will appear on all client-facing materials including the Risk Questionnaire and printed reports.
To get started, log in to Riskalyze and head over to MENU → Settings → FIRM:
Don't see a FIRM tab in your Settings? Please ask your firm's account owner to contact Support to enable firm administration for your account.
Uploading a Logo
You can upload a logo for your firm by clicking the loader area and selecting the image file you'd like to import, or if you like, by simply dragging it over to the loader area at any time (Note: JPEG and PNG formats are supported). Once you've uploaded your logo, click save to finalize it.
PRO TIP: Interested in learning more about how advisors are using Settings to add value? Check out our Riskalyze Academy Lesson for the whole scoop.