Smart Risk investment portfolio analytics and optimization
By Raise Partner SAS
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About Smart Risk investment portfolio analytics and optimization
Analyze and optimize clients' investment portfolios directly in Salesforce
Smart Risk app allows you to:
- Run a suitability risk analysis on all your clients' portfolios and identify potential breaches
- Run a detailed risk and return analysis on any client's portfolio, to understand sources of risk and performances
- Optimize a client's portfolio to match his/her risk profile
- Generate buy-sell suggestions to reallocate the portfolio and meet the required constraints
- Compare the current portfolio with the optimized portfolio with a before/after impact analysis
Highlights
- Risk and return portfolio analysis
- Risk suitability reporting
- Portfolio optimization
- Buy-sell suggestions based on the client's profile
- Before/after analysis
Screenshots
Image 1 of 4
Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Starting price plan | €50 per user | Monthly |
Please contact Imad Abou Haidar : imad.abouhaidar@raisepartner.com for more information on our licensing model.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 21, 2024
- Industries
- Financial Services
- Languages
- English