RISR Knowledge Center
Tutorials & Best Practices
Guides to Engaging Business Owners
Tutorials & Best Practices
Getting Started
Adding Data to RISR
Understanding Insights
Frequently Asked Questions
General
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RISR Knowledge Center
Tutorials & Best Practices
Guides to Engaging Business Owners
Tutorials & Best Practices
Getting Started
Adding Data to RISR
Understanding Insights
Frequently Asked Questions
General
Tutorials & Best Practices
Videos and guides to help you navigate and use RISR
Getting Started
Exploring the "Profile" and "Account Management" tabs
User Guide: How to add custom disclaimers and Firm logo
User Guide: Can my assistant or para-planner use RISR? Can I share access or reports with outsiders and third parties?
New User Orientation Guide
Video Guide: How do I enter a test or demo client?
Video Guide: How to add a new Business Owner client
New User Orientation Video
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Adding Data to RISR
Video Guide: Choosing the right Industry Codes during data gathering in RISR
Data Entry Best Practices
How do I prep my client before sending them a data entry request?
Using add-backs to normalize EBITDA
What industries can I choose from when creating an Insights Report? What type of businesses can be used in RISR?
Document Uploader FAQs
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Understanding Insights
How is an Insights Report generated?
Business Valuation Model Explainer & Glossary
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