SmartRiskCovisum
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Related Products
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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.
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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
Supported
iPad
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
Industry and government seeking a solution to manage all their operations
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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
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
No information available.
Free Version
Not Supported
Free Trial
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
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFieldshare
Founded: 2011
Canada
www.fieldshare.io
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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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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
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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
RealityKit
Not Supported
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