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SmartRisk
  • Software
  • Income InSight
    • Compliance
    • Financial terms explained
    • How to use the software
  • Social Security Timing
    • Compliance
    • Financial questions explained
    • How to use the software
  • Tax Clarity
    • Compliance
    • Financial terms and questions explained
    • How to use the software
  • SmartRisk
    • Compliance
    • Financial questions explained
    • Understanding the Reports
    • What does the software analyze?
    • Model Portfolios
  • Marketing
  • Training & Support
    • Training
    • Support
    • Customer Success
  • Pricing
      Back to home
      1. Help Center
      2. SmartRisk
      • Software
      • Income InSight
        • Compliance
        • Financial terms explained
        • How to use the software
      • Social Security Timing
        • Compliance
        • Financial questions explained
        • How to use the software
      • Tax Clarity
        • Compliance
        • Financial terms and questions explained
        • How to use the software
      • SmartRisk
        • Compliance
        • Financial questions explained
        • Understanding the Reports
        • What does the software analyze?
        • Model Portfolios
      • Marketing
      • Training & Support
        • Training
        • Support
        • Customer Success
      • Pricing

      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

      • What is the difference between "Heavy-Tailed" and Gaussian distribution models?
      • Is Loss Aversion the same as Risk Aversion?
      • 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?
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