SmartRisk

SmartRisk

Covisum
+
+

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About

With expert guidance, proprietary architecture and a field-tested interface, Fieldshare provides data management solutions that stay usable as you grow. Fieldshare is the only platform with ready-made modules that connect your business data in a way you can test right now, that won't fail when you grow. We provide deeply configurable off-the-shelf software for immediate testing, backed by workflow experts and a full development team to deliver maximum flexibility. We provide workflow consultants to configure the OTS platform to fit your workflow. For deeper customizations, in-house development can take you to the next level. Start your build lightyears ahead of scratch. Use data modules that are field-tested and bulletproof, or work with us to create something new.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

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

Audience

Industry and government seeking a solution to manage all their operations

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$49.99 per user, per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Fieldshare
Founded: 2011
Canada
www.fieldshare.io

Company Information

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

Alternatives

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
Armory Master Pro

Armory Master Pro

Armory Master
RiskAPI Add-In

RiskAPI Add-In

PortfolioScience
DIVA DYNAMICS

DIVA DYNAMICS

IAS MEXIS
CitectHMI

CitectHMI

Schneider Electric

Categories

Oil and Gas Supported

Categories

Oil and Gas Features

Compliance Management Supported
Equipment Management Not Supported
Inventory Management Supported
Job Costing Supported
Logistics Management Supported
Maintenance Management Supported
Material Management Not Supported
Project Management Supported
Resource Management Supported
Scheduling Not Supported
Work Order Management Not Supported

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

Integrations

RealityKit Supported

Integrations

RealityKit Not Supported
Claim Fieldshare and update features and information
Claim Fieldshare and update features and information
Claim SmartRisk and update features and information
Claim SmartRisk and update features and information