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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$37 per month
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

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
For Printing
For eBooks
HTML Import / Export
Handles Database Formats
Image Editing
Multiple Editing Layers
Object Snapping / Grouping
PDF Export / Import
Templates

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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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LSEG Data & Analytics