Quick getting started overview of Ripsaw Wealth Tools. Reviews setting up balance sheet, benchmark, portfolio wealth dashboard, and revisions.
Your Balance Sheet and individual accounts have access to all of your web-based bank, brokerage, tax-deferred and loan accounts through connected accounts. Assets and liabilities can also be added and modeled manually. In this tutorial you will learn how to set up your Ripsaw® Balance Sheet.
Learn how to configure a Custom Benchmark in Ripsaw® Wealth Tools. A convenient way to summarize investment objectives is a custom benchmark defined by the portfolio percentage allocations to investable market proxies for the cash, bond and stock sectors.
The unique and powerful algorithmic based Ripsaw Optimizer™ makes it easy for you to manage your wealth. Your asset allocation decision can be the most time-consuming and calculation intensive activity in wealth management. The Ripsaw Optimizer™ is designed to solve for your preferred asset allocation across numerous securities with 56 risk dimensions across many accounts with one click. These portfolio optimization tools allow you to set your unique constraints and find solutions to manage your wealth portfolio. Learn how to use this wealth tool.
Ripsaw® has a great tool to manage investment data enrichment when primary sources are limited. Learn how to use this tool.
The Ripsaw® Investment screener is designed to be an efficient search process for identifying investments with specific risk exposures. Learn how to leverage this wealth tool.
Learn how to revise your portfolio, analyze securities, and use the Wealth Portfolio Dashboard in Ripsaw® Wealth Tools.
Learn how to use Ripsaw® Wealth Tools to monitor your portfolio regularly and know when to make portfolio revisions.