SmartRisk Reviews

SmartRisk Description

SmartRisk™, software to help you set appropriate downside expectations with clients. Clients are often blind to market risk SmartRisk can help move prospects to the planning process, and motivate clients to make portfolio adjustments. Help clients avoid costly investment mistakes by retaining them during down markets. Your expertise should be displayed and promoted. SmartRisk Key Features - Portfolio Comparison Alerts. Single name Concentration. Alerts Accounts. Household Views. Marketing Materials. Marketing Materials. Download a client-facing brochure, presentation, and direct mailer sample. Access to Expert Support, Access To Support. Unlimited access to our expert support team, who can assist you with any software or subject matter queries. Deep Integration with other Covisum Software. You can seamlessly move from one Covisum tool into another with our new advisor portal.