Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • D&B Risk Analytics Reviews & Ratings
    80 Ratings
    Company Website
  • D&B Credit Insights Reviews & Ratings
    Company Website
  • TriNet Reviews & Ratings
    1,207 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    799 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Fraud.net Reviews & Ratings
    56 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Canopy Reviews & Ratings
    952 Ratings
    Company Website
  • cside Reviews & Ratings
    25 Ratings
    Company Website

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 Fieldshare?

Fieldshare presents cutting-edge data management solutions that are designed to grow and adapt in tandem with your business needs, offering specialized support, distinctive architecture, and an intuitive user interface. As the only platform featuring pre-built modules, Fieldshare enables you to effortlessly link your business data and test it right away, providing assurance of reliability as your company scales. Our readily available software is not only highly customizable for quick deployment but is also backed by a committed team of workflow specialists and developers who ensure exceptional flexibility. Additionally, we provide workflow consultants who excel in customizing the platform to align seamlessly with your operational objectives. For clients seeking more extensive personalization, our in-house development team is ready to push your project beyond standard expectations. Opting for Fieldshare means you can embark on your journey much further along than starting from scratch, leveraging robust, field-tested data modules or partnering with us to create a tailored solution that meets your unique needs. With Fieldshare, the potential for enhancing your data management capabilities is virtually infinite, allowing you to innovate and streamline your processes like never before.

Media

Media

Integrations Supported

RealityKit

Integrations Supported

RealityKit

API Availability

Has API

API Availability

Has API

Pricing Information

$49.99 per user, per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Fieldshare

Date Founded

2011

Company Location

Canada

Company Website

www.fieldshare.io

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Popular Alternatives

Windham Portfolio Advisor Reviews & Ratings

Windham Portfolio Advisor

Windham Capital Management

Popular Alternatives

RiskAPI Add-In Reviews & Ratings

RiskAPI Add-In

PortfolioScience
Armory Master Pro Reviews & Ratings

Armory Master Pro

Armory Master
DIVA DYNAMICS Reviews & Ratings

DIVA DYNAMICS

IAS MEXIS
CitectHMI Reviews & Ratings

CitectHMI

Schneider Electric