Riskalyze
Getting Started
- Riskalyze: Getting Started
- The Riskalyze Home Screen
- Add and Edit Clients or Prospects into Riskalyze
- The Next-Gen Risk Assessment
- Accessing the All-New Portfolio Experience (Beta)
- Adding Accounts, Holdings, and Models in the All-New Portfolios Experience (Beta)
Riskalyze Plans
Integrations
- Custodial Integrations
- Advisor Websites: How to Integrate
- Advyzon: How to Integrate
- Albridge: How to Integrate
- Albridge: Importing Portfolios
- Altruist: How to Integrate
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
Success Playbooks
Portfolio Tools
- Searching for Securities with Discovery
- Report Attachments: Form CRS & Additional Firm Attachments
- Working with Stats
- Working in Sandbox
- Individual Security Analysis
- Favoriting Securities in Discovery
Client Meetings
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
Best Practices
- Householding Profiles in Riskalyze
- Best Practices for Administrative Assistants
- How Do I Contact Customer Care (Support)?
- Using Account Groups
- Using the Best Interest Proposal Assessment
- Using Unit Investment Trusts in Riskalyze (UITs)
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
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