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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 Orchestrade?

Orchestrade stands out as the premier cross-asset trading platform for banks, asset managers, and hedge funds, offering both front and back-end solutions. Its user-friendly interface allows for rapid operations, ensuring that your profit and loss statements are precise while enabling real-time risk management. We prioritize our product development around client needs, consistently delivering on our commitments to help you remain both agile and innovative. By utilizing our "Smart Business Events" lifecycle management solution, you can effectively remove operational bottlenecks and accelerate your time to market. Our dedication to client satisfaction is genuine, and we've collaborated closely with clients to enhance our offerings, achieve quicker implementations, and produce exceptional results. This collaborative approach not only strengthens our partnerships but also fosters a culture of continuous improvement and innovation.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

SaaS
Windows

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

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com/solutions/smartrisk

Company Facts

Organization Name

Orchestrade Financial Systems

Date Founded

2009

Company Location

United States

Company Website

www.orchestrade.com

Categories and Features

Financial Risk Management

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Categories and Features

Finance

Not specified

Hedge Fund

Portfolio Management

Investment Management

Not specified

Risk Management

Not specified

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