Quick Start Video Walkthrough
Watch the video above for a short walkthrough of the RISR platform and the key first steps for new users.
Recommended Onboarding Path
- Start with the quick start video above to understand the platform basics.
- Review the core module overviews below so you understand what each part of RISR is designed to help you do.
- Learn the client data collection workflow before inviting a business owner to engage.
- Use the advisor guides and marketing materials at the end of this article so you are prepared to present RISR clearly and confidently.
Profile, Branding, and Account Management
Use RISR settings to manage both your personal profile and your firm-level account details that appear in reports, including branding, disclaimer text, and authorized user access.
Profile Tab
- Name, title, and phone number that appear in client reports
- Headshot displayed on report cover pages
- Authorized User access for an assistant or teammate who helps run reports or manage client lists
- Quick access to the setup areas most often used by new admins
Account Management and Settings
- Firm information and branding, including your logo and custom disclaimer text
- Payment setup for billing details, payment frequency, and plan management
- Members management for admins who invite team members and assign permissions
Core Module Overviews
These videos give new users a strong foundation in the core planning modules inside RISR.
Valuation Module & Report Overview
Useful for understanding how RISR estimates business value, how the report is structured, and where valuation conversations begin: /help/valuation-module-and-report-overview
Wealth Planning and Goal Value
Useful for learning how to connect business value to retirement planning, goal valuation, and broader personal planning conversations: /help/wealth-planning-and-goal-value
Succession and Exit Planning
Useful for understanding how RISR supports conversations around readiness, transition options, and long-term owner goals: /help/succession-and-exit-planning
Insights Directory Overview
Useful for learning how to use the Insights Directory as a reference library for concepts, terms, and planning education: /help/insights-directory-overview
Useful Guides for Getting Data Into RISR
These resources help you prepare clients, collect cleaner information, and avoid delays during onboarding.
Generating a Link for a Business Owner
Useful for learning how to invite a client into RISR and what they will experience on their end: /help/generating-a-link-for-a-business-owner
- How Business Owners Enter Data in RISR — helpful for setting expectations before a client starts: /help/the-business-owners-data-entry-journey-what-to-expect-and-necessary-data
- Data Entry Best Practices — helpful for cleaner inputs, better valuations, and smoother report generation: /help/data-entry-best-practices
- Document Uploader FAQs — helpful for troubleshooting uploads and understanding what the uploader can read: /help/document-uploader-faqs
Advisor Guides and Marketing Materials
Once you know how the platform works, use these resources to present RISR well and create stronger client conversations.
- Presenting Insights Reports to Business Owners — useful for framing reports, walking owners through key takeaways, and moving toward next steps: /help/guide-to-engaging-business-owners
- Prospecting with RISR — useful for outreach ideas, trust-building, and business owner conversation starters: /help/prospecting-with-risr
- Client-facing Marketing Collateral — useful when you want a simple one-pager you can share directly with clients or prospects: /help/marketing-collateral