New User Orientation Guide

This guide will ensure you get up and running on RISR in no time by providing helpful resources and links to different areas of our Knowledge Base, PDFs, and User Guides.

Guides, Explainers, and Useful PDFs

  • Prospecting with RISR (/help/prospecting-with-risr)
  • Client-facing Marketing Materials (/help/marketing-collateral)
  • Business Valuation Model Explainer (/help/valuation-model-explainer)
  • How Business Owners Enter Data in RISR (/help/the-business-owners-data-entry-journey-what-to-expect-and-necessary-data)
Browse the Insights DirectoryDownload the Fact Finder PDFpdf

New User Orientation Video

Watch the video above for a complete walkthrough of getting started with RISR.

Profile Set Up

  • RISR Quick Start Video and Profile Overview (/help/getting-started-with-risr)
  • Adding an Assistant or Authorized User (/help/can-my-assistant-para-planner-use-risr)

Account Management (for Admin users)

If you are an administrator for your account, you can add/remove user access in your "Account Management" tab within the "Members" subsection.

  • How to add custom disclaimers and Firm logo (/help/getting-started-with-risr)

Adding Your First Client

Adding your first client is simple. Below are user guides regarding best practices for data entry and prepping your client before inviting them to share data in RISR.

  • Data Entry Best Practices (/help/data-entry-best-practices)
  • Document Uploader FAQs (/help/document-uploader-faqs)