Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

FGI operates through two main divisions, FGI Finance and FGI Risk, delivering tailored lending and risk management solutions that facilitate both domestic and international growth for its clients. Serving customers across more than sixty nations on six continents, FGI combines its extensive global and local presence with a profound comprehension of the intricacies involved in international trade. This expertise equips clients with the necessary tools and knowledge to confidently venture into new markets. By integrating our financial services with robust risk mitigation strategies and comprehensive market insights, we position ourselves as the perfect partner to elevate your business to new heights. Our commitment to understanding and addressing the unique needs of each client further solidifies our role as a leader in the industry.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49.99 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FGI

Website

www.fgiww.com/home/products-services

Vendor Details

Company Name

Covisum

Founded

2016

Country

United States

Website

www.covisum.com/solutions/smartrisk

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Alternatives

DirectID  Reviews

DirectID

DirectID

Alternatives

RiskAPI Add-In Reviews

RiskAPI Add-In

PortfolioScience
D&B Risk Analytics Reviews

D&B Risk Analytics

Dun & Bradstreet
Windham Portfolio Advisor Reviews

Windham Portfolio Advisor

Windham Capital Management
OneScore Reviews

OneScore

Equifax for FinTech