Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our offerings are firmly anchored in cutting-edge data science applications, equipping credit unions with the essential tools and technology needed to thrive in a competitive landscape. We provide a cloud-based and API-enabled solution for comprehensive portfolio risk and delinquency management that enhances awareness of both risks and opportunities while simultaneously lowering collection expenses. Our platform serves as a holistic loan portfolio management system, adept at overseeing performance, strategizing effectively, and managing anticipated losses. Additionally, we offer advisory services and supplementary support from a dedicated team of industry specialists, aimed at helping your collection and origination teams maximize their capabilities. The workspace for collectors is designed to be clean and modern, featuring streamlined information for efficient research, auto-dial functionality, and standardized commentary. With pre-packaged features, enriched data history, and automated monitoring, our solution ensures optimal performance. Furthermore, we provide a robust collection of dashboards that highlight vital information, tools for alert management, and comprehensive analysis of key performance indicators (KPIs) and behavioral trends, ensuring that your team is always informed and ready to act. Ultimately, our goal is to empower credit unions to not only meet their challenges but to excel in their endeavors.
Description
SmartRisk™ Software assists you in establishing accurate downside expectations for your clients. Many clients are often unaware of the risks present in the market, but SmartRisk can facilitate the transition of prospects into the planning phase and encourage clients to adjust their portfolios accordingly. This tool is essential for maintaining client relationships during market downturns, as it also helps mitigate the chances of clients making detrimental investment decisions. By utilizing SmartRisk, you can effectively demonstrate and promote your expertise in the financial realm. Key features of SmartRisk include Portfolio Comparison Alerts, Single Name Concentration, Alerts for Accounts, Household Views of Accounts, and a variety of Marketing Materials. You can download proven client-facing presentations, brochures, and examples of direct mailers to enhance your outreach. Additionally, enjoy unlimited access to our dedicated support team, ready to assist you with both software and subject matter inquiries. The software is designed for seamless integration with other Covisum tools, allowing you to transition effortlessly between applications within the new advisor portal. This holistic approach not only empowers you to serve your clients better but also strengthens your position in the competitive financial advisory landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
Alacriti
No
Solutions by Text
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49.99 per user, per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AKUVO
Founded
2019
Country
United States
Website
akuvo.com
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com/solutions/smartrisk
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
No
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No