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What is TS Imagine?

TS Imagine enables companies to thrive in the capital markets by offering a cutting-edge SaaS platform that consolidates trading, risk management, and operations into a unified system, delivering a single source of truth. This improved transparency and efficiency, coupled with unlimited scalability, establishes a new standard in trading, portfolio management, and instantaneous risk solutions through the integration of two top-tier SaaS technologies. By efficiently simplifying complex and lengthy workflows across front, middle, and back-office functions, TS Imagine brings together crucial capabilities such as order management, trade execution, portfolio analysis, real-time risk evaluation, compliance, margin management, accounting, and operations, all provided via a secure cloud-based framework. Presently, TS Imagine supports 500 financial institutions and employs 400 professionals across ten international offices, ensuring a strong IT infrastructure in each area to maintain a stable local presence while achieving broad global outreach. With an unwavering dedication to innovation and superiority, TS Imagine not only leads but also shapes the future of the financial technology sector, continuously adapting to meet the evolving demands of its clients. This relentless pursuit of excellence positions the company as a key player in driving transformative changes within the industry.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$49.99 per user, per month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TS Imagine

Date Founded

1993

Company Location

United States

Company Website

tsimagine.com

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com/solutions/smartrisk

Categories and Features

Financial Risk Management

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

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Wealth Management

Not specified

Categories and Features

Financial Risk Management

Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

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