SmartRisk pricing, reviews and more.
Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients
What is SmartRisk?
SmartRisk helps financial advisors provide the big picture perspective that differentiates you from the competition. Having been built by a practicing financial advisor, the tool is extremely intuitive, and the engine behind the data is super powerful. Say goodbye to tools that only cause paralysis by analysis. With SmartRisk, you can help move prospects to the planning process and motivate clients to make portfolio changes. Plus, you can retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise AND grow your business with SmartRisk's world-class software for financial advisors.
What tech stack does SmartRisk use?
SmartRisk pricing plans
Monthly
$49.99
per month/per advisor- Sophisticated Risk Management
- Portfolio comparison
- Single name concentration alerts
- Household views of accounts
- Explain risk to clients in terms they can understand – dollars
- Set proper downside expectations
- Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Yearly
$599
per year/per advisor- Sophisticated Risk Management
- Portfolio comparison
- Single name concentration alerts
- Household views of accounts
- Explain risk to clients in terms they can understand – dollars
- Set proper downside expectations
- Marketing tools, including a client-facing seminar, brochure, and direct mailer example