SmartRisk
SmartRisk empowers financial advisors to effectively communicate downside expectations with clients, fostering informed decision-making. By analyzing portfolio risks through a unique heavy-tail model, it helps clients understand potential market volatility. This approach not only aids in retaining clients during downturns but also promotes proactive portfolio adjustments, ultimately reducing costly investment errors.
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Top SmartRisk Features
- Downside expectation setting
- Portfolio risk analysis
- Client communication tools
- Market volatility stress testing
- Heavy-tail model usage
- Customizable reporting options
- Interactive client presentations
- Real-time pricing updates
- Historical data analysis
- Portfolio comparison alerts
- Single name concentration alerts
- Household account views
- Integrated marketing materials
- Expert support access
- Seamless software integration
- Free trial access
- Practice management resources
- Risk mitigation strategies
- Customized subscription plans
- No contract requirement
