SmartRisk

SmartRisk

Covisum
myITprocess

myITprocess

IT Glue
+
+

Related Products

  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • D&B Credit Insights
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • RealCISO
    223 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website

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

Elevate client relationships with myITprocess, an all-encompassing IT strategic planning solution that creates client-facing executive summaries, IT roadmaps, and interactive QBR presentations. Showcase IT success and boost acceptance rates by 40%. Forge a steady revenue stream by consistently discovering opportunities across all clients. Transform technology risks into revenue with a clear IT roadmap and QBR framework. Close deals with interactive business reviews, redefining MSP success and maximizing revenue opportunities from the start. IT planning doesn’t have to be a drag. Make the QBR planning process easy and painless with a customizable IT roadmap and recommendations that you can effortlessly turn into an interactive presentation for streamlined discussion. By regularly assessing your clients’ environments, identifying gaps in their tool stack, and uncovering potential risks, myITprocess allows you to discover countless revenue opportunities for your clients.

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

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

Audience

Businesses wanting a tool to close deals and maximize revenue opportunities

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

$49.99 per user, per month
Free Version
Free Trial

Pricing

No information available.
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

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

Company Information

IT Glue
Founded: 2013
Canada
www.itglue.com/myitprocess/

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management

Alternatives

RiskAPI Add-In

RiskAPI Add-In

PortfolioScience

Categories

Categories

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

No info available.

Integrations

No info available.
Claim SmartRisk and update features and information
Claim SmartRisk and update features and information
Claim myITprocess and update features and information
Claim myITprocess and update features and information