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Smart Risk investment portfolio analytics and optimization
Analyze and optimize clients' investment portfolios directly in Salesforce
Overview
Run risk/return analysis, suitability reporting and portfolio optimization on your clients' investment portfolios, directly in your Salesforce environment.
See How Smart Risk investment portfolio analytics and optimization Works
Risk and return portfolio analysis
Risk suitability reporting
Portfolio optimization
Buy-sell suggestions based on the client's profile
Before/after analysis
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
Categories
- Business Needs
- SalesAnalyticsFinance
- Industries
- Financial Services
- Personas
- Business Operations ManagerBusiness UserExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile