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      User Guide: Can my assistant or para-planner use RISR? Can I share access or reports with outsiders and third parties?

      User Guide: Adding an Authorized User

      As part of your subscription, you may grant one (1) authorized user access to RISR. An authorized user is limited to creating new clients and generating Insights Reports on your behalf.

      You can always export and share an Insights Report with an outsider or third party.