The Accounts Dashboard gives you an accounts-first view of your entire book of business to make it faster and easier to manage your accounts with Riskalyze Trading. In this article, you’ll learn how to use the Accounts Dashboard to search for particular accounts or clients, sort or filter by key account criteria, and then jump into a client’s portfolio to make the necessary changes.
To access the Accounts Dashboard, start on the Riskalyze home page and select ACCOUNTS in the header navigation.
Once you are on the Accounts Dashboard, there are two primary ways you can search for clients/accounts or filter through data.
If you’d like to search for a particular client or account, navigate to the search bar near the top of the screen and start typing. Accounts and clients that match your search will appear immediately.
If you’d like to sort through your list of clients or accounts, click on the header for the pertaining column. You can sort based on client name, account name, account balance, trading status, cash balance, model, and more.
You can also filter down by accounts using the filter list on the far right side of the screen.
When you’ve found the account you’d like to take action on, you can simply click on the account name and the portfolio will open in the right-side panel. From here you can activate trading and adjust target holdings.
When an account is open, you'll notice that there is a 3-dot menu [...] near the account balance. This menu allows you to perform the following actions based on the account status:
- The account is active for Trading:
- Deactivate Trading
- Rebalance account
- The account is not active for Trading:
- Activate Trading
- Delete Account
If you'd like to learn more about the Accounts Dashboard, email us at email@example.com and we'll be happy to help!
Primary uses for the Accounts Dashboard
The Accounts Dashboard was built to give you quick insight and access to all of your clients' accounts and make changes when necessary. We typically see advisors using the Accounts Dashboard to complete these key actions:
- Search for client accounts to activate Riskalyze Trading
- Filter/sort by “Trading Status” to view and enable accounts for Riskalyze Trading
- Filter/sort by “Cash Balance” to find accounts that have excess cash that needs to be put to use
Note: The Accounts Dashboard is currently in an early access beta program. If you'd like to learn more about this program, email us at firstname.lastname@example.org and we'll be happy to help!