Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • D&B Risk Analytics Reviews & Ratings
    4.4 out of 5 stars 81 Ratings
    Company Website for D&B Risk Analytics
  • D&B Credit Insights Reviews & Ratings
    4.2 out of 5 stars 69 Ratings
    Company Website for D&B Credit Insights
  • TriNet Reviews & Ratings
    4.2 out of 5 stars 1,994 Ratings
    Company Website for TriNet
  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • Fraud.net Reviews & Ratings
    4.6 out of 5 stars 56 Ratings
    Company Website for Fraud.net
  • RealCISO Reviews & Ratings
    4.8 out of 5 stars 223 Ratings
    Company Website for RealCISO
  • AestheticsPro Reviews & Ratings
    4.5 out of 5 stars 745 Ratings
    Company Website for AestheticsPro
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money

What is SmartRisk?

SmartRiskâ„¢ Software helps you set precise downside expectations for your clients, many of whom may not fully grasp the market's inherent risks. By facilitating the progression of prospects into the planning stage, SmartRisk encourages clients to realign their portfolios in response to market changes. This invaluable tool plays a crucial role in preserving client relationships during economic downturns, significantly reducing the likelihood of poor investment choices. Utilizing SmartRisk allows you to showcase your financial expertise effectively. Among its key features are Portfolio Comparison Alerts, Single Name Concentration insights, Alerts for Accounts, Household Views of Accounts, along with a range of Marketing Materials. You can access a wealth of client-facing presentations, brochures, and examples of direct mailers to bolster your outreach efforts. Moreover, benefit from unlimited access to our dedicated support team, who are available to assist with inquiries related to both the software and the underlying subject matter. Designed for seamless compatibility with other Covisum tools, the software allows you to navigate effortlessly within the new advisor portal. This comprehensive strategy not only enhances your ability to serve clients but also fortifies your standing in the competitive landscape of financial advisory services, ultimately leading to greater client satisfaction and retention. Through these advantages, SmartRisk sets you apart in your practice.

What is Alveo?

Alveo leads the way in providing market data integration and analytical solutions specifically designed for the financial services industry. We focus on improving data flow for business users to enable self-service capabilities, delivering cloud-native solutions that enhance data aggregation and quality management, thus allowing clients to access dependable data and maximize their return on investment in data. Through our managed services, we ensure smooth onboarding, preparation, and validation of data for both buy-side and sell-side clients, which empowers them to effectively leverage data across operations, trading, investment management, pricing, risk assessment, reporting, and machine learning. Catering to a wide range of global clients, our award-winning technology integrates effortlessly into business operations while offering a powerful cloud-based platform for advanced analytics. By combining deep industry expertise with state-of-the-art open-source technologies, we help financial institutions maintain data integrity, reduce market data costs, and boost overall efficiency. Our dedication to continuous innovation and excellence solidifies our role as a reliable ally in navigating the intricacies of financial data management, ensuring that our clients stay ahead in a competitive landscape. As we evolve, we remain committed to adapting our solutions to meet the ever-changing demands of the financial sector.

Media

Media

Integrations Supported

Integrations Supported

Azure Marketplace
Mercury Medical
Mercury One Plus

API Availability

API Availability

Pricing Information

$49.99 per user, per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

iPhone
iPad
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com/solutions/smartrisk

Company Facts

Organization Name

Alveo Technology

Date Founded

1991

Company Location

United Kingdom

Company Website

www.alveotech.com

Categories and Features

Financial Risk Management

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Categories and Features

Financial Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Popular Alternatives

Windham Portfolio Advisor Reviews & Ratings

Windham Portfolio Advisor

Windham Capital Management

Popular Alternatives

RiskAPI Add-In Reviews & Ratings

RiskAPI Add-In

PortfolioScience
RiskAPI Add-In Reviews & Ratings

RiskAPI Add-In

PortfolioScience
Argo Trading Platform Reviews & Ratings

Argo Trading Platform

Argo Software Engineering
IR.Manager Reviews & Ratings

IR.Manager

Euronext Corporate Services
ZEMA Suite Reviews & Ratings

ZEMA Suite

ZE PowerGroup