Audience
Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes
About SmartRisk
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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Pricing
Starting Price:
$49.99 per user, per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Covisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online
SmartRisk Frequently Asked Questions
SmartRisk Product Features
Financial Risk Management
Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Operational Risk Management
Portfolio Modeling
Value At Risk Calculation