Help Center
Go to Covisum
SmartRisk
Income InSight
Social Security Timing
Tax Clarity
SmartRisk
Pricing
Marketing
Training & Support
Back to home
Help Center
SmartRisk
Income InSight
Social Security Timing
Tax Clarity
SmartRisk
Pricing
Marketing
Training & Support
SmartRisk
What are “Smart Symbols”?
Do you have SMAs (institutional managers)?
Has SmartRisk been FINRA reviewed?
I've been telling my clients that their portfolio is diversified, but your asset interaction chart tells me that the portfolio is focused (or hedged). What's going on?
In the drawdown analysis, why will a straight line start at 20##?
Why does the drawdown analysis only go back to 2006? Can I go back further?
Can I download/print my model portfolios that in have entered?
What does the number in the middle represent in the asset interaction?
On the portfolio risk bar graph what does the blue line represent?
On SmartRisk's average return (or gains, loss, risk), why doesn't it match what is in Morningstar (or Riskalyze, or other software product)?
Where does the percent gain come from?
How do you calculate the expected return?
How do you measure the risk? What are the parameters?
Are there pre-built models in SmartRisk?
Can you give me example model portfolios that I can use with my clients?
When we enter the holdings, does the software look at the risk and return of each holding of what was entered? Or does it group into an index and base it off an index?
If I don't use Model Portfolios for clients, as each portfolio is customized, is there a benefit to this program?
Do you have indexes that may be entered as a substitute if a holding is not available?
If I don't use Model Portfolios for clients, as each portfolio is customized, is there a benefit to this program?
Does your software analyze bonds?
Does your software analyze indexed annuities? How do I analyze annuities?
Does your software analyze bond and fixed annuity as an asset class?
Does your software analyze mutual fund and individual stock?
Does your software analyze exchange-traded funds?
Does your software analyze variable annuity sub-accounts?
How does your software account for investment properties?
Does this software allow an advisor to input return and risk results for an actively managed investment model?
If we import from Riskalyze risk profile information what information transports over to SmartRisk?
Does SmartRisk use benchmark/asset classes information or does it look at the actual performance characteristics of the holding when you run the analysis?
Does your software analyze third party money managers?
Is there a way to import holdings from Morningstar, eMoney or Money Guide Pro?
Can I import from LPL?
Can I upload model portfolios via .CSV?
Can I upload clients via .CSV?
I've been telling my clients that their portfolio is diversified, but your asset interaction chart tells me that the portfolio is focused (or hedged). What's going on?
Why does the drawdown analysis only go back to 2006? Can I go back further?
Does SmartRisk analyze the performance characteristics of the holding when you run the analysis?
Does SmartRisk analyze the asset class information that an individual stock, bond, mutual fund (active or passive) or ETF is assigned?
How does the software measure the risk? What are the parameters?
If I don't use model portfolios for clients; each portfolio is customized. What’s the benefit of SmartRisk for me?
What does SmartRisk do?
