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Average Ratings 0 Ratings

Total
ease
features
design
support

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

RealityKit Yes 

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 

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