About SmartRisk
SmartRisk is a risk analysis software from Covisum that sets proper downside expectations for the clients. It combines portfolio risk analysis, social security improvement, tax planning, and retirement income planning so users can effectively manage and communicate market risks. By utilizing high-velocity, risk-based margin lending algorithms, SmartRisk helps financial professionals calculate portfolio risk in real time, ensuring clients are better informed about potential market fluctuations. This tool is designed for advisors who need to provide clear insights into risks associated with investment portfolios. Key capabilities: portfolio risk analysis social security improvement tax planning retirement income planning high-velocity algorithms Best for: financial advisors that need to manage client risk expectations.
SmartRisk Details
SmartRisk's In-App Market Place
Does SmartRisk have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (CA$), JPY (¥), CHF (CHF), HKD (HK$), SGD (S$), NZD (NZ$), CNY (¥), INR (₹), ZAR (R), BRL (R$)
Pros & Cons
- Helps advisors and clients align on realistic downside market risk.
- Encourages clients to adjust portfolios, preventing potential costly investment errors.
- Offers professionally created emails, videos, and presentations for advisor branding.
- Identifies single name concentration, reducing overexposure risk for clients.
- Seamlessly connects with other Covisum tools for a streamlined planning process.
- Deep integration may limit compatibility with non-Covisum software tools.
- The analysis primarily emphasizes risk, potentially overshadowing growth potential.
- The provided text does not detail the exact method of downside risk measurement.
- Pricing FAQs inquire about monthly/annual but only monthly pricing is listed.
SmartRisk's Support Options
Email Address
help@covisum.comContact
402-235-4500