Making it Easier to Navigate Your Client List

We heard you…the grid of “cards” for each of your clients looks really nice when you first start using Riskalyze, but as you add more clients, it quickly becomes difficult to navigate and find the client you’re looking for.

And with some advisors managing 200 clients and up in one advisor account, something had to change.

We listened, and as of this afternoon, as soon as you go past ten clients, your Riskalyze home screen will automatically transition into the new client list view that looks a little something like this.

Stay tuned for some more upgrades coming down the pike: specifically, some really cool search, sort and filter tools for your client list. For now, remember that you can search by hitting Ctrl+F or Command+F in your browser.

Thanks for your feedback…we’re always listening and we love hearing ways we can make your job easier as an advisor!