The Riskalyze home screen is designed with advisors in mind, allowing for navigation to any page within the Riskalyze application. Plus, we removed any potential for revealing details you’d prefer to hide during a client meeting.
In This Article:
The header up top allows for quick access to your:
The Main Menu ≡ (top right of your screen) is where you’ll access:
The search bar allows you to search for any client, model, or security (stocks, ETFs, and mutual funds) by name, directly from your home page. Just start typing within the search bar and results for anything matching your criteria will appear directly below the search bar. Clicking on a specific item in your search results will navigate you to the detailed page for that item.
Clicking Show Clients from your home page will generate a list of your active and prospective clients, along with any respondents to your Lead Generation Questionnaire. Your client list is sortable and promotes specific client details like their Risk Number®, portfolio Risk Number, integration source, and email address.
The more options icon (3-dots on the right of the client row...see below) will reveal a few additional options:
- “Share”: Shares a client with the rest of your firm
- “Update Risk Number”: Quickly navigate to the Risk Number update page for the client
- “Delete”: Deletes the Client (please note, this action cannot be undone)