Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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