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 RiskConfidence?

The RiskConfidence ALM system offers a thorough solution for managing enterprise assets and liabilities (ALM), as well as addressing funds transfer pricing (FTP), liquidity risk, market risk, and Value at Risk (VaR), while also facilitating both business and regulatory reporting. All of these functionalities are integrated into one cohesive platform that employs a unified data source and a consistent engine strategy. This system allows for the organization and categorization of financial instruments on a balance sheet in a hierarchical manner, which is beneficial for applying client behavior models and crafting business forecasts through the chart of accounts (COA) framework. Users are able to set up and manage a rule-based approach for specific balance sheet elements using parameter deal mapping (PDM), enhancing precision in asset management. Additionally, the system provides the flexibility to apply transformation logic to a variety of financial metrics, such as interest rate curves, macroeconomic indices, foreign exchange rates, transaction characteristics, and volatility matrices for thorough scenario analysis. Beyond these features, it also enables users to replicate client behaviors like loan prepayments, renegotiations, loan commitments, transaction rollovers, and early redemption of term deposits, all while considering various influencing factors. This extensive array of functionalities not only fosters informed decision-making and strategic planning within financial organizations but also enhances the overall efficiency of asset and liability management. Ultimately, the system proves invaluable for organizations seeking to navigate the complexities of financial risk management effectively.

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

Not specified

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
Online Training

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com/solutions/smartrisk

Company Facts

Organization Name

Moody's Analytics

Date Founded

2007

Company Location

United States

Company Website

www.moodysanalytics.com/product-list/riskconfidence

Categories and Features

Financial Risk Management

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Categories and Features

Regulatory Reporting

Not specified

Transfer Pricing

Not specified

Popular Alternatives

Windham Portfolio Advisor Reviews & Ratings

Windham Portfolio Advisor

Windham Capital Management

Popular Alternatives

RiskAPI Add-In Reviews & Ratings

RiskAPI Add-In

PortfolioScience
Adenza Reviews & Ratings

Adenza

5.0 out of 5 stars