SmartRisk Demonstration

Learn more about the software before you register for a free trial

Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. You'll have access to best-in-class risk algorithms, on-screen comparisons, risk alerts and more.  Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions. Learn how to use SmartRisk in your financial planning practice in this recording of a live demonstration.

SmartRisk Update Demo (1)