SmartModelsIntuitive Analytics
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SmartRiskCovisum
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Related Products
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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.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a solution to manage and improve their analytic 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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$300 per month
Free Version
Free Trial
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Pricing
$49.99 per user, per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIntuitive Analytics
www.intuitive-analytics.com/smartmodels
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Company InformationCovisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
No info available.
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Integrations
No info available.
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