Riskalyze

Getting Started

• Riskalyze: Getting Started
• The Riskalyze Home Screen
• Add and Edit Clients or Prospects into Riskalyze
• The Next-Gen Risk Assessment
• Using the All-New Portfolio Experience (Beta)
• Capturing a Risk Number

See all 18 articles

Riskalyze Plans

• Riskalyze License Types
• Getting Started with Riskalyze Elite
• Getting Started with Riskalyze Select

Integrations

• Custodial Integrations
• Advisor Websites: How to Integrate
• Advyzon: How to Integrate
• Albridge: How to Integrate
• Albridge: Importing Portfolios
• Altruist: How to Integrate

See all 65 articles

Administrative

• Riskalyze Advisor Marketing Kit
• Using Custom Investments in a Riskalyze Portfolio
• Multi-Factor Authentication (two-step verification)
• LPL Compliance Max Instructions - Lead Generation Questionnaire
• LPL Compliance Max Instructions - Riskalyze
• LPL Pre-Approved Marketing Kit

See all 13 articles

Enterprise & Office

• Enterprise User Management
• Enterprise Analytics
• Viewing Clients and Accounts in the Alignment Dashboard
• Using the Best Interest Proposal Assessment

Success Playbooks

• Playbook for Client Meetings
• Marketing with Riskalyze Playbook
• Prospecting Playbook
• Portfolio Management Playbook
• Retaining and Growing Clients Playbook
• Onboarding Your Office

Portfolio Tools

• Searching for Securities with Discovery
• Report Attachments: Form CRS & Additional Firm Attachments
• Working with Stats
• Working in Sandbox
• Individual Security Analysis
• About Riskalyze GPA

See all 33 articles

Client Meetings

• Integral Talking Points
• Using Meetings
• Reviewing a Client's Risk Number
• Getting Started with Check-ins

Math and Methodology

• How is the Risk Number Calculated?
• Calculating the 95% Historical Range
• The 95% Historical Range: Where’s the 5%?
• Why Six Months for a Portfolio's Historical Range?
• Bonds: Methodology
• Methodology: Limited Partnerships, ETC

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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
• Working with Structured Notes

See all 11 articles

Risk Number

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

See all 9 articles

Alternative Investments

• Methodology: Non-Traded Business Development Companies (BDCs)
• Working with Bonds in Riskalyze Portfolios
• Using Certificates of Deposit (CDs) in a Riskalyze Portfolio
• AssetMark and Riskalyze
• Methodology: Non-Traded REITs
• Using Fixed Annuities in a Riskalyze Portfolio

See all 7 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

Annuities and Insurance

• Modeling Pensions and Social Security Benefits

Riskalyze Mobile

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

Prospective Clients

• Using the Lead Generation Questionnaire in Your Marketing Strategies
• Adding the Lead Generation Questionnaire to Your Website
• Adding the Lead Generation Questionnaire to Your Email Signature
• Engaging Leads from the Lead Generation Questionnaire

Legacy Plans

• Riskalyze Premier

Funds

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