Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Enhance your client interactions with myITprocess, a comprehensive IT strategic planning tool that generates executive summaries for clients, detailed IT roadmaps, and engaging QBR presentations. Increase acceptance rates by 40% as you effectively highlight IT achievements and uncover new revenue possibilities across your entire client base. This innovative approach enables you to turn technology risks into financial gains through a well-defined IT roadmap and structured QBR framework. Facilitate deal closures with dynamic business reviews, transforming the landscape of MSP success while optimizing revenue potentials from the outset. Planning for IT doesn't need to be tedious; simplify the QBR process with a tailored IT roadmap and suggestions that can be easily transformed into an engaging presentation for productive discussions. By routinely evaluating your clients’ systems, pinpointing deficiencies in their tool arsenal, and revealing prospective risks, myITprocess empowers you to identify a wealth of revenue-generating opportunities for your clients, ultimately fostering stronger partnerships and sustained growth. This proactive strategy not only enhances client satisfaction but also positions you as a trusted advisor in the evolving tech landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$49.99 per user, per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com/solutions/smartrisk
Vendor Details
Company Name
IT Glue
Founded
2013
Country
Canada
Website
www.itglue.com/myitprocess/
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
Product Features
IT Management
Capacity Monitoring
No
Compliance Management
No
Event Logs
No
Hardware Inventory
No
IT Budgeting
No
License Management
No
Patch Management
No
Remote Access
No
Scheduling
No
Software Inventory
No
User Activity Monitoring
No
Strategic Planning
Budgeting & Forecasting
No
Dashboard
No
Goal Setting / Tracking
No
Idea Management
No
KPIs
No
Modeling & Simulation
No
Roadmapping
No
Scenario Planning
No
Scorecards
No