Bisnode

Bisnode

Dun & Bradstreet
SmartRisk

SmartRisk

Covisum
+
+

Related Products

  • Visual Visitor
    249 Ratings
    Visit Website
  • D&B Finance Analytics
    723 Ratings
    Visit Website
  • Identity Matrix
    34 Ratings
    Visit Website
  • D&B Risk Analytics
    73 Ratings
    Visit Website
  • D&B Hoovers
    1,162 Ratings
    Visit Website
  • Pipedrive
    9,564 Ratings
    Visit Website
  • Axe Credit Portal
    3 Ratings
    Visit Website
  • Klaviyo
    4,959 Ratings
    Visit Website
  • SBS Banking Platform
    21 Ratings
  • Kubit
    33 Ratings
    Visit Website

About

Manage customer touchpoints effectively, measure feedback in real-time, enhance customer experience and gain valuable insights based on smart data and analytics. Our market-leading Risk- and Credit management solutions are tailored to your needs, regardless of whether you are a large multi-market business or a small single-market startup. Remodel your customer relationships throughout the value chain, reduce waste and enhance performance with our Analytics Services – bespoke solutions satisfying your precise needs. Regardless of whether your business needs data about individual consumers, households, companies or industries, we have it easily accessible via API’s and web services.

About

SmartRisk™ Software to help you set proper downside expectations with your clients. Clients are Often Blind to Market Risk SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. SmartRisk Key Features: Portfolio Comparison Alerts, Single Name Concentration, Alerts Accounts, Household Views of Accounts, Marketing Materials, Marketing Materials. Download a field-tested client-facing presentation, brochure, and direct mailer example. Access to Support, Access to Expert Support. Unlimited free access to our live expert support team who can help you with software or subject matter questions. Deep Integration with other Covisum Software. Seamlessly move from one Covisum tool to another in our new advisor portal.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B companies

Audience

Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$49.99 per user, per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dun & Bradstreet
Founded: 1841
United States
www.dnb.com

Company Information

Covisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk

Alternatives

Alternatives

Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
RiskAPI Add-In

RiskAPI Add-In

PortfolioScience
Leadfeeder

Leadfeeder

Dealfront

Categories

Categories

Financial Risk Management Features

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

Integrations

Bloomreach
Facebook
LEX247
Salesforce

Integrations

Bloomreach
Facebook
LEX247
Salesforce
Claim Bisnode and update features and information
Claim Bisnode and update features and information
Claim SmartRisk and update features and information
Claim SmartRisk and update features and information