SmartRisk 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.

Pricing

Pricing Starts At:
$49.99 per user, per month
Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
Covisum
Year Founded:
2016
Headquarters:
United States
Website:
www.covisum.com/solutions/smartrisk

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

SmartRisk Features and Options

Financial Risk Management Software

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

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