SmartRisk
4.7
4
SmartRisk is a SaaS product designed for financial advisors to help them analyze portfolio risk and communicate with clients to set proper downside expectations. It includes features such as portfolio comparison, single name concentration alerts, household views of accounts, and marketing tools. The goal is to help advisors retain clients during a down market and prevent costly behavioral mistakes.
Strengths
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Real-time monitoring
Provides real-time monitoring of potential risks
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Customizable alerts
Allows users to set up customizable alerts for specific risks
-
Data visualization
Offers data visualization tools for easy risk analysis
Weaknesses
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Limited risk categories
Only covers a limited number of risk categories
-
No predictive analytics
Does not offer predictive analytics for future risks
-
No integration with other tools
Does not integrate with other risk management tools
Opportunities
- Opportunity to expand coverage to more risk categories
- Opportunity to integrate with other risk management tools
- Opportunity to add predictive analytics for future risks
Threats
- Competition from other risk management tools
- Threat of data breaches and security issues
- Threat of regulatory changes affecting risk management practices
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SmartRisk Plan
SmartRisk offers a tiered pricing strategy with three versions, ranging from $49 to $149 per month, based on the number of users and features.
Monthly
49
per month/per advisor
Includes all core features! 10-day free trial.
Sophisticated Risk Management
Portfolio comparison
Single name concentration alerts
Household views of accounts
Explain risk to clients in terms they can understand – dollars
Set proper downside expectations
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Yearly
599
per year/per advisor
Includes all core features! 10-day free trial.
Sophisticated Risk Management
Portfolio comparison
Single name concentration alerts
Household views of accounts
Explain risk to clients in terms they can understand – dollars
Set proper downside expectations
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
