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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 Kamakura Risk Manager?

The core analytical methods essential for effective risk management are applicable across all major domains. This insight was first acknowledged by Kamakura in 1993 when they introduced the world’s inaugural comprehensive enterprise risk management solution. The Kamakura Risk Manager (KRM) effectively integrates a range of functionalities, including credit portfolio oversight, market risk assessment, asset and liability management, Basel II adherence, capital distribution tactics, transfer pricing strategies, and performance metrics. By employing a unified analytical framework along with user-friendly graphical interfaces and reporting capabilities, KRM addresses operational risks, overall risk, and complies with both accounting and regulatory requirements. Kamakura promotes a comprehensive methodology for risk management, offering a cohesive solution based on shared principles and practices. Their dedication to this holistic vision empowers organizations to tackle the intricacies of risk with improved efficiency and clarity, ultimately fostering a more resilient financial environment.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Kamakura

Company Website

www.kamakuraco.com

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

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

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