SmartRisk

SmartRisk

Covisum
+
+

Related Products

  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • D&B Credit Insights
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • LoanPro
    144 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • Trinium TMS
    1 Rating
    Visit Website
  • BYDFi
    5,934 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website

About

FGI has two principal business units, FGI Finance and FGI Risk, providing clients with flexible and customized lending and risk mitigation solutions designed to support international and domestic growth. FGI provides services to clients in over sixty countries on six continents. With a global and domestic presence, we offer an in-depth understanding of international trade and its complexities, arming you with expertise and the resources to safely expand into new markets. Our lending and financial capabilities, combined with our risk mitigation services and market knowledge, make us the ideal partner to help take your business to the next level.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies wanting a complete Financial Risk Management solution

Audience

Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$49.99 per user, per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FGI
www.fgiww.com/home/products-services

Company Information

Covisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk

Alternatives

D&B Risk Analytics

D&B Risk Analytics

Dun & Bradstreet

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
DirectID

DirectID

DirectID
RiskAPI Add-In

RiskAPI Add-In

PortfolioScience
OneScore

OneScore

Equifax for FinTech

Categories

Categories

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

No info available.

Integrations

No info available.
Claim FGI and update features and information
Claim FGI and update features and information
Claim SmartRisk and update features and information
Claim SmartRisk and update features and information