Firm administrators can easily create and manage any necessary disclaimers for the firm from the Disclaimers tab on the Settings page. Disclaimers appear on all client-facing screens within the Riskalyze app (on each page's footer) and on any distributed materials, like reports and emails sent on behalf of advisors.
Note: Contact Riskalyze support to enable firm administration for a new or existing user.
Setting up Firm Disclaimers
Firm admins can choose to set a single Standard Disclaimer, which will be used in all cases, however, they also have the flexibility to override that Standard Disclaimer in specific locations:
- Risk Questionnaires: Disclaimers on the Risk Questionnaire will appear below the questionnaire content and are applicable to questionnaires sent via email or launched directly within Riskalyze
- Emails: Email Disclaimers appear at the bottom of all client-facing emails, sent by Riskalyze on your behalf
- Portfolios: Portfolio Disclaimers appear within the Riskalyze site footer, in the same location the Standard Disclaimers normally appears. Firms that wish to specify additional disclosure language, specific to portfolio composition or strategy can replace the Standard Disclaimer on model and client portfolio pages by entering a Portfolio Disclaimer
- Reports: Reports Disclaimers appear as the footer on any report printed or exported within Riskalyze.
When creating or saving changes to any of your disclaimers, you'll need to refresh your session to see them take effect. When Riskalyze detects changes to your questionnaire, a pop-up notification will appear in the bottom-left corner of your screen. Simply, click the "Refresh" link when prompted to see any updates to your disclaimers.
Note: There are a number of allowed HTML tags in disclaimers. When present, these do contribute to the 600 character limit. For help here, please contact support.