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  1. Riskalyze
  2. Command Center

Command Center

Getting Started

  • Defining Domains in Command Center
  • Configuring Investment Objective Ranges
  • Setting Alignment Drift
  • Getting Custodial Data into Command Center
  • Importing Household Data into Command Center
  • How to Upload Investment Objectives

Compliance

  • Reviewing Holdings Concentration
  • Reviewing Accounts in Command Center
  • Reviewing Households in Command Center
  • Using the Proposals Dashboard
  • Viewing Clients and Accounts in the Alignment Dashboard

Controls

  • User Management