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
No
API Access
Has API
No
Integrations
RealityKit
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49.99 per user, per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Equipment Management
No
Inventory Management
Yes
Job Costing
Yes
Logistics Management
Yes
Maintenance Management
Yes
Material Management
No
Project Management
Yes
Resource Management
Yes
Scheduling
No
Work Order Management
No
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
No
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No