SmartRiskCovisum
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Soborro Portfolio Risk ProfilerSoborro Research
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Related Products
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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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About
Soborro Portfolio Risk Profiler is an online portfolio analysis platform for examining how investment allocations may behave under different economic and market conditions. Users define a portfolio, choose long-term economic scenarios and compare projected outcomes across scenario paths. Results show potential gains and losses and help users examine how exposures to equities, interest rates, inflation, credit and other modeled factors contribute to portfolio risk. Asset managers, investment researchers and professionals advising pension funds and insurers can use the analysis to compare allocations, test investment assumptions, support portfolio construction and assess risk over longer planning horizons. Scenario results support investment research and client analysis. Portfolio Risk Profiler is delivered as a cloud service with subscription access.
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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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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
Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes
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Audience
Asset managers, consultants, financial advisors, and individual investors
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not 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 VideosNo images available
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Pricing
$49.99 per user, per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$199/month
Standard subscription: $199 per month.
Free Version
Not Supported
Free Trial
Not 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
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCovisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk
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Company InformationSoborro Research
Founded: 2020
United Kingdom
www.soborro.com/products/risk-profiler
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Categories |
Categories |
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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
No info available.
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Integrations
No info available.
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