SmartModels

SmartModels

Intuitive Analytics
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About

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

About

SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.

Platforms Supported

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

Organizations needing a solution to manage and improve their financial planning operations

Audience

Companies searching for a solution to manage and improve their analytic operations

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$139.95 per month
Free Version Supported
Free Trial Not Supported

Pricing

$300 per month
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

RightCapital
United States
www.rightcapital.com

Company Information

Intuitive Analytics
www.intuitive-analytics.com/smartmodels

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Juris Analyst

Juris Analyst

Juris Technologies
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Integrations

Altruist Supported
AssetMark Supported
Axos Invest Supported
Bridge Supported
CircleBlack Supported
Envestnet | Tamarac Supported
Fidelity Supported
FinFolio Supported
Interactive Brokers Supported
Morningstar Supported
Morningstar Advisor Workstation Supported
N7 Nitrogen Supported
NetX360 Supported
Nitrogen Supported
Orion Supported
Pulse Supported
Redtail CRM Supported
SmartOffice Supported
TD Ameritrade Supported
Wealthbox Supported

Integrations

Altruist Not Supported
AssetMark Not Supported
Axos Invest Not Supported
Bridge Not Supported
CircleBlack Not Supported
Envestnet | Tamarac Not Supported
Fidelity Not Supported
FinFolio Not Supported
Interactive Brokers Not Supported
Morningstar Not Supported
Morningstar Advisor Workstation Not Supported
N7 Nitrogen Not Supported
NetX360 Not Supported
Nitrogen Not Supported
Orion Not Supported
Pulse Not Supported
Redtail CRM Not Supported
SmartOffice Not Supported
TD Ameritrade Not Supported
Wealthbox Not Supported
Claim RightCapital and update features and information
Claim RightCapital and update features and information
Claim SmartModels and update features and information
Claim SmartModels and update features and information