Software to help you set proper downside expectations with your clients.
Clients are Often Blind to Market Risk
SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise.
Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
Take a Tour
Enter client information manually or import client through Redtail.
Enter in all client financial information.
Portfolio risk model
Drawdown analysis
Asset interaction
Compare portfolios. Option to reallocate accounts and compare the risks between the two.
The accounts tab on the left-hand side allows you to switch between household and other accounts.
Your Covisum Experience
Try
Try SmartRisk for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with SmartRisk.
Buy
Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.
Grow
Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.
"Covisum’s tools have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients. "
