Discovery & Data capture
Capture business data seamlessly.
Capture business data seamlessly.
Aggregate business financials with ease
Capture client business data seamlessly with:
AI business tax return reader
integration
Aggregate business financials with ease
Capture client business data seamlessly with:
AI business tax return reader
integration
Uncover talking points that matter
Tailor your discovery to business owners across:
Business valuation
Succession & exit planning
Wealth
Risk management
Uncover talking points that matter
Tailor your discovery to business owners across:
Business valuation
Succession & exit planning
Wealth
Risk management
Allow prospects to request insights through your website
New business owner prospects can start discovery flows directly from your website
Allow prospects to request insights through your website
New business owner prospects can start discovery flows directly from your website
Aggregate business financials with ease
Capture client business data seamlessly with:
AI business tax return reader
integration
Uncover talking points that matter
Tailor your discovery to business owners across:
Business valuation
Succession & exit planning
Wealth
Risk management
Download template for business owner discovery
Allow prospects to request insights through your website
New business owner prospects can start discovery flows directly from your website
“RISR’s QuickBooks integration made the data capture process seamless and efficient. It’s an invaluable tool.”
Matt Schiff
Founder and President
“RISR’s QuickBooks integration made the data capture process seamless and efficient. It’s an invaluable tool.”
Matt Schiff
Founder and President
Frequently asked questions
Frequently asked questions
What data do financial advisors need to engage business owners in financial planning services?
How can business financial data be added to RISR?
What business tax returns does RISR’s AI tax return reader accept?
How does RISR keep client data secure?
How does RISR tailor discovery to business owners?
What data do financial advisors need to engage business owners in financial planning services?
How can business financial data be added to RISR?
What business tax returns does RISR’s AI tax return reader accept?
How does RISR keep client data secure?
How does RISR tailor discovery to business owners?