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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.

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SmartRisk Key Features

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Portfolio Comparison
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Single Name Concentration Alerts
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Household Views of Accounts
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Marketing Materials
Download a field-tested client-facing presentation, brochure, and direct mailer example.
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Access to Expert Support
Unlimited free access to our live expert support team who can help you with software or subject matter questions.
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Deep Integration with other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.

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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.

Your Covisum Experience

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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.

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Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

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Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

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