Contact SupportThis allows the user to contact the Ripsaw support team via email. Geek SeatOctober 30, 2022
Schedule DemoThis section allows the user to arrange a date for a Ripsaw demonstration with a…Geek SeatOctober 30, 2022
Frequently Asked QuestionsThis section displays a list of questions and answers relating to the Ripsaw product, its…Geek SeatOctober 30, 2022
GlossaryThis displays a list of financial terms used within the product and their definitions. These…Geek SeatOctober 30, 2022
Choose Your PathThis section provides the user with a list of important options to choose from within…Geek SeatOctober 30, 2022
TutorialsThis section provides a list of tutorial videos that the user can use to become…Geek SeatOctober 30, 2022
OnboardingThis section allows the user to build a wealth portfolio based on information that they…Geek SeatOctober 30, 2022
Getting StartedThis is the first section that pops up upon first logging into Ripsaw until the…Geek SeatOctober 30, 2022
ProfileThis section allows the user to edit their profile information. The information that can be…Geek SeatOctober 30, 2022
NotificationsThis tab is where Ripsaw sends information to the user. Here, they can adjust notifications…Geek SeatOctober 30, 2022
Security OverridesThis tab is used to detect data quality issues and allows the user to adjust…Geek SeatOctober 30, 2022
Balance SheetThis tab is the book value of your net worth. It displays. The user’s assets…Geek SeatOctober 28, 2022
HoldingsThis tab allows the user to view their portfolio without the abstraction of accounts and…Geek SeatOctober 28, 2022
Manage ConnectionsThis tab is used to manage the connections between financial institutions.Geek SeatOctober 28, 2022
Manual AccountsThis tab is used to enter, manage or view asset or liability accounts and has…Geek SeatOctober 28, 2022
Connect AccountsThis tab allows the user to connect with their financial accounts using Yodlee. The process is…Geek SeatOctober 28, 2022
TransactionsThis tab allows the user to see their Net Income statement. Therefore, they can see…Geek SeatOctober 28, 2022
My Plan/Manage BenchmarkThis tab allows the user to customize and view their benchmark. They are five preset…Geek SeatOctober 28, 2022
Market Analysis ToolThe Market Analysis Tool Indicates the volatility of the market and displays an index (VIX…Geek SeatOctober 28, 2022
Wealth Portfolio DashboardThis wealth portfolio dashboard is a handy tool available in the Balance Sheet, Accounts and…Geek SeatOctober 28, 2022
General SettingsDeviation Tracking Thresholds This setting adjusts the threshold percentages relating to benchmark deviation on the…Geek SeatOctober 28, 2022
AssistThis feature gives guidance on how to improve benchmark deviation and is an accessory to…Geek SeatOctober 28, 2022
Ripsaw OptimizerThis tab starts the Ripsaw Optimizer. This takes an exposure-based approach of all the pieces…Geek SeatOctober 28, 2022
Revision ModeThis mode allows the user to: Simulate changes and their effects at any part of…Geek SeatOctober 28, 2022
AccountsThis tab allows you to see your portfolio by account and the constituents of each…Geek SeatOctober 27, 2022
MarketsThe markets tab is a newest feature from Ripsaw that allows the user dynamic updates…Geek SeatOctober 27, 2022