SmartRisk
With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
What is SmartRisk?
SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. Clients are often blind to market risk and typically dont have accurate downside expectations either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRisk, advisors can analyze portfolio risk.
Screenshots
Video
Categories
Features
Market Risk Management
Portfolio Management
Reporting/Analytics
Risk Analysis
FAQ
The official website of SmartRisk is http://www.covisum.com/
SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. Clients are often blind to market risk and typically dont have accurate downside expectations either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRisk, advisors can analyze portfolio risk.
SmartRisk belongs to the Financial Risk Management category.
SmartRisk offers features such as Market Risk Management, Portfolio Management, Reporting/Analytics, Risk Analysis.
No, SmartRisk does not offer a free trial.
Pricing
Starting at:
$49.99/per month
Free Trial Available