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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

Fieldshare
Founded: 2011
Canada
www.fieldshare.io

Company Information

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

Alternatives

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CitectHMI

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Categories

Categories

Oil and Gas Features

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

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

RealityKit

Integrations

RealityKit
Claim Fieldshare and update features and information
Claim Fieldshare and update features and information
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Claim SmartRisk and update features and information