AIVX LabsPodavinci LLC
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SmartRiskCovisum
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Related Products
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About
AIVX Labs is a web-based AI agency platform for agency owners, consultants, and freelancers who provide AI-assisted services to local businesses. Its RICO operator accepts work requests in plain language, selects and fills in an appropriate tool, displays the credit cost, and runs the task after user approval. The platform offers 35 live AI tools for activities such as prospect research, website analysis, advertising, content, email sequences, chatbot building, and sales materials, plus client workspaces on eligible plans and client-facing reports. Users can also access a library of 103 courses and 46 templates and workflows covering AI skills, service packaging, agency operations, and fulfillment. A free plan provides monthly credits and access to the core tools and learning materials; paid plans add credits and agency capabilities. Users review outputs before delivering them to clients.
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About
SmartRisk™ Software to help you set proper downside expectations with your clients. Clients are Often Blind to Market Risk SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. SmartRisk Key Features: Portfolio Comparison Alerts, Single Name Concentration, Alerts Accounts, Household Views of Accounts, Marketing Materials, Marketing Materials. Download a field-tested client-facing presentation, brochure, and direct mailer example. Access to Support, Access to Expert Support. Unlimited free access to our live expert support team who can help you with software or subject matter questions. Deep Integration with other Covisum Software. Seamlessly move from one Covisum tool to another in our new advisor portal.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Marketing agencies, AI agency owners, consultants, freelancers and coaches who sell AI services to local businesses
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Audience
Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$9.95/month
The Free plan includes 25 credits per month and access to the tools and courses. Access is $9.95/month with 100 monthly credits; Operator is $49/month with 600 credits; Agency is $99/month with 2,400 credits. Paid plans include a 14-day trial requiring a payment card, with the first charge after the trial. Credit allowances and tool-run discounts vary by plan.
Free Version
Supported
Free Trial
Not Supported
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Pricing
$49.99 per user, per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationPodavinci LLC
Founded: 2021
United States
aivxlabs.com
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Company InformationCovisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk
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Categories |
Categories |
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Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Supported
Operational Risk Management
Not Supported
Portfolio Management
Supported
Portfolio Modeling
Not Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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