SmartRisk

SmartRisk

Covisum
+
+

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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.

About

TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence.

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

Platforms Supported

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

Audience

Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes

Audience

Asset managers, hedge funds, pension funds, funds of funds, wealth managers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49.99 per user, per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
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 Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

TS Imagine
Founded: 1993
United States
tsimagine.com

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management

Alternatives

Allvue

Allvue

Allvue Systems
RiskAPI Add-In

RiskAPI Add-In

PortfolioScience
Advent Genesis

Advent Genesis

SS&C Advent

Categories

Categories

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

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 Not Supported
Portfolio Management Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim SmartRisk and update features and information
Claim SmartRisk and update features and information
Claim TS Imagine and update features and information
Claim TS Imagine and update features and information