Getting Started
Good place to jump in. The hub for all core aspects to Riskalyze.
- 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
- Working with Client Portfolios
- Creating and Managing Proposals
- Creating Proposals (Legacy Workflow)
- How to Import a Portfolio from Your Custodian
- Portfolio Analysis in Riskalyze
- Best Practices for Using Model Portfolios
- Using Retirement Maps
- Riskalyze in Your Next Meeting
- About the Riskalyze Risk Questionnaire
- About the Risk Number
- Riskalyze Reports
- Riskalyze Academy