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Smart Risk investment portfolio analytics and optimization

By Raise Partner SAS

Analyze and optimize clients' investment portfolios directly in Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Analytics
Finance
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Run risk/return analysis, suitability reporting and portfolio optimization on your clients' investment portfolios, directly in your Salesforce environment.

Highlights

Risk and return portfolio analysis

Risk suitability reporting

Portfolio optimization

Buy-sell suggestions based on the client's profile

Before/after analysis

Provider Details

Raise Partner SAS
Grenoble, France
Founded
2001
Website
Email
Phone
+33438374380

Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

The customer needs a license for our core software Smart Risk APIs to access the functionnalities embedded in the Salesforce app.

Please contact Imad Abou Haidar : imad.abouhaidar@raisepartner.com for more information on our licensing model.

Starting price plan

€50 EUR/user/month

Lowest Starting Price