Riskalyze

Getting Started

• The Next-Gen Risk Assessment
• Riskalyze: Getting Started
• The Riskalyze Home Screen
• Add a Client or Prospect into Riskalyze
• Capturing a Risk Number
• Working with Client Portfolios

See all 17 articles

Riskalyze Plans

• Getting Started with Riskalyze Elite
• Getting Started with Riskalyze Select

Riskalyze GPA

• About Riskalyze GPA

Riskalyze Mobile

• The Riskalyze Mobile App For Android
• The Riskalyze Mobile App For iPhone

Success Playbooks

• Marketing with Riskalyze Playbook
• Prospecting Playbook
• Playbook for Client Meetings
• Portfolio Management Playbook
• Retaining and Growing Clients Playbook
• Effective Teams Playbook

Client Meetings

• Planning Your Next Client Meeting Agenda
• Integral Talking Points
• Using Meetings
• Reviewing a Client's Risk Number
• Getting Started with Check-ins

Risk Number

• Risk Questionnaire Best Practices
• Capturing the Risk Number of a Married Couple or Household
• Risk Targets
• Riskalyze for Elderly Clients
• Defining Devastating Loss
• Monitoring Client Risk

See all 11 articles

Portfolio Tools

• Individual Security Analysis
• Working with Stats
• Portfolio Stress Tests
• How to Use Scenarios
• Using the Risk/Reward Heatmap
• The Risk/Reward Heatmap: Deeper Dive

See all 31 articles

Math and Methodology

• How Does Riskalyze Handle Managed Futures?
• Bonds: Methodology
• Methodology: Limited Partnerships, ETC
• Tactical Methodology
• Extrapolation
• Why Six Months for a Portfolio's Probability Range?

See all 10 articles

Annuities and Insurance

• Modeling Pensions and Social Security Benefits

Best Practices

• Householding Profiles in Riskalyze
• Best Practices for Administrative Assistants
• How Do I Contact Customer Care (Support)?
• Using Unit Investment Trusts in Riskalyze (UITs)
• Using Riskalyze on iPad & Android Tablets
• Structured Notes and Indexed CDs

See all 11 articles

Prospective Clients

• Engaging Leads from the Lead Generation Questionnaire

Integrations

• Integrating with Vise AI
• Custodial Integrations
• TD Ameritrade Institutional: How to Integrate
• Fidelity: How to Integrate
• E*TRADE Advisor Services (Formally TCA): How to Integrate
• Pershing: How to Integrate

See all 56 articles

Administrative

• Riskalyze Advisor Marketing Kit
• Using Custom Investments in a Riskalyze Portfolio
• LPL Compliance Max Instructions - Lead Generation Questionnaire
• LPL Compliance Max Instructions - Riskalyze
• LPL Pre-Approved Marketing Kit
• Advisory Fees

See all 12 articles

Retirement Plans

• Viewing Participant Election Results
• Best Practices for Models in Retirement Plans
• Onboarding Participants and Sponsors
• Creating a New Retirement Plan
• Retirement Plan Participant Experience
• Getting Started with Retirement Plans

Legacy Plans

• Riskalyze Premier

Alternative Investments

• Methodology: Non-Traded Business Development Companies (BDCs)
• Adding Alternative Investments From Your Strategist
• Working with Bonds in Riskalyze Portfolios
• Using Certificates of Deposit (CDs) in a Riskalyze Portfolio
• AssetMark and Riskalyze
• Methodology: Non-Traded REITs

See all 8 articles

Funds

• SEI and Riskalyze
• Using Federal Thrift Savings Plan Funds in a Riskalyze Portfolio
• Franklin Square BDC
• LPL Model Wealth Portfolios (MWP)