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

      SmartRisk

      Information related to our portfolio risk analysis software
      • What does SmartRisk do?
      • What are the inputs for SmartRisk?
      • 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?

      Training

      • Video Tutorial of SmartRisk
      • Get Started With SmartRisk

      What does the software analyze?

      • How Does SmartRisk Calculate an Expected Return?
      • 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?

      Understanding the Reports

      • What Type of Holdings Will SmartRisk Consider in the Risk Analysis?
      • Can I see a SmartRisk report?

      Model Portfolios

      • Are There Pre-Built Model Portfolios in 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"?

      Compliance

      • Has my Broker/Dealer approved the use of SmartRisk?
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