Skip to main content

Schedule Demo

This section allows the user to arrange a date for a Ripsaw demonstration with a…
Geek Seat
October 30, 2022

Glossary

This displays a list of financial terms used within the product and their definitions. These…
Geek Seat
October 30, 2022

Choose Your Path

This section provides the user with a list of important options to choose from within…
Geek Seat
October 30, 2022

Tutorials

This section provides a list of tutorial videos that the user can use to become…
Geek Seat
October 30, 2022

Onboarding

This section allows the user to build a wealth portfolio based on information that they…
Geek Seat
October 30, 2022

Sign Out

After clicking “Sign out,” the user will be signed out of Ripsaw.
Geek Seat
October 30, 2022

Profile

This section allows the user to edit their profile information. The information that can be…
Geek Seat
October 30, 2022

Notifications

This tab is where Ripsaw sends information to the user. Here, they can adjust notifications…
Geek Seat
October 30, 2022

Balance Sheet

This tab is the book value of your net worth. It displays. The user’s assets…
Geek Seat
October 28, 2022

Holdings

This tab allows the user to view their portfolio without the abstraction of accounts and…
Geek Seat
October 28, 2022

Connect Accounts

This tab allows the user to connect with their financial accounts using Yodlee. The process is…
Geek Seat
October 28, 2022

Transactions

This tab allows the user to see their Net Income statement. Therefore, they can see…
Geek Seat
October 28, 2022

General Settings

Deviation Tracking Thresholds This setting adjusts the threshold percentages relating to benchmark deviation on the…
Geek Seat
October 28, 2022

Assist

This feature gives guidance on how to improve benchmark deviation and is an accessory to…
Geek Seat
October 28, 2022

Ripsaw Optimizer

This tab starts the Ripsaw Optimizer. This takes an exposure-based approach of all the pieces…
Geek Seat
October 28, 2022

Revision Mode

This mode allows the user to: Simulate changes and their effects at any part of…
Geek Seat
October 28, 2022

Accounts

This tab allows you to see your portfolio by account and the constituents of each…
Geek Seat
October 27, 2022

Markets

The markets tab is a newest feature from Ripsaw that allows the user dynamic updates…
Geek Seat
October 27, 2022