Help Center

Back to home

Help Center

SmartRisk

SmartRisk

Information related to our portfolio risk analysis software

How Do I Get Started with SmartRisk?

What does SmartRisk do?

What are the inputs for SmartRisk?

How do I access the SmartRisk seminar presentation?

What are “Smart Symbols”?

How does SmartRisk calculate the expected return?

What does the number in the middle represent in the asset interaction?

Do you have indexes that may be entered as a substitute if a holding is not available?

Compliance

Has my Broker/Dealer approved the use of SmartRisk?

Financial questions explained

Is Loss Aversion the same as Risk Aversion?

What is the difference between "Heavy-Tailed" and Gaussian distribution models?

What are "Equity Glide Paths"?

Understanding the Reports

What Type of Holdings Will SmartRisk Consider in the Risk Analysis?

Can I see a SmartRisk report?

What does the software analyze?

How Does SmartRisk Calculate an Expected Return?

What is the Fee Comparison Chart in SmartRisk?

Does this software allow an advisor to input return and risk results for an actively managed investment model?

How does SmartRisk measure risk? What are the parameters?

Does SmartRisk use benchmark/asset classes information or does it look at the actual performance characteristics of the holding when you run the analysis?

See more

Model Portfolios

Are There Pre-Built Model Portfolios in SmartRisk?