Exploring the "Profile" and "Account Management" tabs

Overview: Profile & Settings Tabs

This video walks you through the Profile and Settings sections of your RISR dashboard—where you manage both personal and firm-level details that appear in your reports.

Profile Tab

Use this tab to manage your personal information, including:

• Name, Title, and Phone Number — these appear in your client reports.

• Headshot — displayed on report cover pages.

• Authorized User — invite one assistant or teammate (such as a paraplanner or data entry support) to help run reports or share client lists under your account.

Settings Tab

This area manages your firm-level setup:

• Firm Information & Branding — upload your logo, add your firm name and address, and include custom disclosures that appear at the end of reports.

• Payment Setup — manage billing details, update credit cards, change payment frequency, or cancel your plan.

• Members Management (Admins Only) — invite or edit team members on your firm’s license, assign permissions, and manage multi-seat accounts.

Watch This Video If…

You want to:

• Update your personal profile or add an assistant license

• Customize your firm’s branding or disclosures on reports

• Manage your billing or invite team members