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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Fieldshare offers innovative data management solutions designed to evolve alongside your business, featuring expert support, unique architecture, and a user-friendly interface. As the sole platform equipped with pre-built modules, Fieldshare allows you to seamlessly connect your business data and test it immediately, ensuring reliability as you expand. Our off-the-shelf software is highly customizable for instant implementation, complemented by a dedicated team of workflow experts and developers to provide exceptional adaptability. We also offer workflow consultants who specialize in tailoring the platform to align perfectly with your operational needs. For those requiring more extensive customizations, our in-house development team will elevate your project beyond conventional limits. By choosing Fieldshare, you can begin your journey significantly ahead of starting from scratch, utilizing robust, field-tested data modules, or collaborating with us to innovate a solution that fits your specific requirements. With Fieldshare, the possibilities for your data management are virtually limitless.

Description

SmartRisk™ Software assists you in establishing accurate downside expectations for your clients. Many clients are often unaware of the risks present in the market, but SmartRisk can facilitate the transition of prospects into the planning phase and encourage clients to adjust their portfolios accordingly. This tool is essential for maintaining client relationships during market downturns, as it also helps mitigate the chances of clients making detrimental investment decisions. By utilizing SmartRisk, you can effectively demonstrate and promote your expertise in the financial realm. Key features of SmartRisk include Portfolio Comparison Alerts, Single Name Concentration, Alerts for Accounts, Household Views of Accounts, and a variety of Marketing Materials. You can download proven client-facing presentations, brochures, and examples of direct mailers to enhance your outreach. Additionally, enjoy unlimited access to our dedicated support team, ready to assist you with both software and subject matter inquiries. The software is designed for seamless integration with other Covisum tools, allowing you to transition effortlessly between applications within the new advisor portal. This holistic approach not only empowers you to serve your clients better but also strengthens your position in the competitive financial advisory landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

RealityKit

Integrations

RealityKit

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49.99 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fieldshare

Founded

2011

Country

Canada

Website

www.fieldshare.io

Vendor Details

Company Name

Covisum

Founded

2016

Country

United States

Website

www.covisum.com/solutions/smartrisk

Product Features

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Product Features

Financial Risk Management

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

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