SmartRisk

SmartRisk

Covisum
myITprocess

myITprocess

IT Glue
+
+

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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

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 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 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

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 Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not 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:

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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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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

IT Management Supported
Strategic Planning Supported

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

Integrations

No info available.

Integrations

No info available.
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