What are the inputs for SmartRisk?

You need your client's portfolio assets and quantities.

  1. Log in to SmartRisk.
  2. Click on add a client.
  3. Input the client's first name, last name, date of birth and life expectancy.
Screen Shot 2019-04-30 at 12.58.00 PM

4. Click on enter accounts or upload accounts and input your client's account information.

Screen Shot 2019-04-30 at 1.03.49 PM

5. Update your client's risk tolerance and click run.

Screen Shot 2019-04-30 at 1.05.17 PM