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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

Integrations Supported

RealityKit

API Availability

API Availability

Pricing Information

$49.99 per user, per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Fieldshare

Date Founded

2011

Company Location

Canada

Company Website

www.fieldshare.io

Categories and Features

Financial Risk Management

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Categories and Features

Oil and Gas

Compliance Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Project Management
Resource Management

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