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  1. Riskalyze
  2. Riskalyze
  3. Getting Started

Getting Started

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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
  • Accessing the All-New Portfolio Experience (Beta)
  • Adding Accounts, Holdings, and Models in the All-New Portfolios 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