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What is myITprocess?

Elevate your client engagements with myITprocess, an all-encompassing IT strategic planning solution that produces executive summaries for clients, comprehensive IT roadmaps, and captivating quarterly business review (QBR) presentations. By effectively showcasing IT accomplishments and identifying new revenue streams, you can boost acceptance rates by 40% across your entire client portfolio. This revolutionary method allows you to transform technology challenges into financial opportunities through a clearly articulated IT roadmap and organized QBR structure. With engaging business reviews, you can facilitate successful deal closures, thereby redefining the success of Managed Service Providers (MSPs) while maximizing revenue potential from the very beginning. IT planning doesn't have to be a cumbersome task; streamline the QBR process with a customized IT roadmap and recommendations that can seamlessly translate into compelling presentations for fruitful discussions. Regularly assessing your clients’ systems helps you identify gaps in their tools and highlight potential risks, enabling myITprocess to unveil numerous revenue-generating prospects for your clients and ultimately strengthening partnerships for long-term growth. This forward-thinking approach not only boosts client satisfaction but also solidifies your reputation as a reliable advisor in the rapidly changing technological landscape. By consistently adapting to your clients' needs, you cultivate an environment of trust and collaboration that paves the way for future success.

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

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49.99 per user, per month
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

IT Glue

Date Founded

2013

Company Location

Canada

Company Website

www.itglue.com/myitprocess/

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com/solutions/smartrisk

Categories and Features

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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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