Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
SpeciCred serves as a centralized hub focused on credit management through a risk-oriented framework. This platform equips users with advanced tools for credit monitoring, featuring a robust collateral allocation system that encompasses concentration limits, netting and offsetting strategies, policy exceptions, limit excess management, and pledge distribution. Users gain a comprehensive view of their portfolios, supplemented by a credit application module that allows for the simulation of various client scenarios. Founded in 2004, SpeciTec SA is a Swiss company based in Geneva and Zurich, specializing in software solutions tailored for the banking and industrial sectors. Additionally, SpeciCred offers essential features such as credit monitoring, collateral assessment, pledge distribution, stress testing and simulations, as well as breach management and control mechanisms. This ensures that users not only manage their credit effectively but also stay ahead of potential risks.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$49.99 per user, per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com/solutions/smartrisk
Vendor Details
Company Name
Specitec
Founded
2004
Country
Switzerland
Website
www.specitec.com/Credit-Monitoring-Software.html
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
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