Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Quantiply combats financial crime through an integrated range of fully automated AI-driven software solutions that focus on risk management and compliance, particularly in the areas of Know Your Customer (KYC) and Anti-Money Laundering (AML). By utilizing Quantiply's tools, financial organizations can effectively pinpoint suspicious individuals, transactions, and behaviors, enhancing their ability to tackle financial crime with unprecedented efficiency. This advanced approach not only streamlines operations but also helps safeguard against potential harm to their reputation, maintain client trust, and protect their market presence, ultimately leading to a more secure financial environment.
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
Google Cloud Security Command Center
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
Quantiply
Founded
2014
Country
United States
Website
www.quantiply.com
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com/solutions/smartrisk
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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
Fraud Detection
Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For Insurance Industry
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment
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