Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Create customized brochures in less than a minute. Incorporating an individual's name along with relevant content can boost engagement rates by as much as 500%. Unify is an easy-to-use tool that allows you to design a personalized brochure not only for a single client but for every client, making your business distinguishable and accelerating your sales journey. Move the slider on the image below to witness how personalization can elevate your existing brochures—achievable simply by entering the recipient's name and pressing a button within Unify. A captivating customer experience is crucial from the very first touchpoint, as getting it right significantly contributes to converting a potential client. With more than two decades of experience in corporate and educational branding, we have assisted numerous clients in recognizing the importance of their brand and how to cultivate it for maximum benefit. By focusing on personalization, businesses can forge stronger connections with their audience and ultimately drive success.
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
No details available.
Integrations
No details available.
Pricing Details
$37 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$49.99 per user, per month
Free Trial
Yes
Free Version
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
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
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Libris Systems
Founded
2015
Country
United Kingdom
Website
librisunify.com
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com/solutions/smartrisk
Product Features
Desktop Publishing
For Newspapers / Magazines
No
For Printing
No
For eBooks
No
HTML Import / Export
No
Handles Database Formats
No
Image Editing
No
Multiple Editing Layers
No
Object Snapping / Grouping
No
PDF Export / Import
No
Templates
No
Personalization
A/B Testing
No
Abandoned Cart Saver
No
Account Based Marketing
No
Behavioral Targeting
No
Campaign Segmentation
No
Content Analytics
No
Contextual Targeting
No
Customer Profiles
No
Experience Management
No
Recommendation Engine
No
Website Personalization
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training 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