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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

In a landscape where market volatility is a constant concern, treasurers face significant difficulties in managing financial risks. CashRisk offers a clear and effective solution to address this issue. With its innovative “front to payment” strategy and a complete segregation of decision-making, administrative, and control functions, the CashRisk software provides all treasury participants with a comprehensive, dependable, and fully secure management system for financial transactions. This software suite encompasses all key market instruments, including accounting, terms, derivatives, and swaps, aligning with the needs and responsibilities of Front Office, Middle Office (encompassing Risks, P&L, and EMIR compliance), and Back Office (covering accounting and reporting) functions. Developed by specialists in treasury management, market operations, and risk management, CashRisk ensures adherence to various financial and accounting regulations and standards such as IAS and IFRS, while also honoring the specific standards of treasurers and facilitating the generation of audit reports. By integrating these features, CashRisk not only enhances operational efficiency but also bolsters the overall integrity of financial management practices within organizations.

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 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Datalog Finance

Founded

1997

Country

France

Website

www.datalog-finance.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 

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