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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
RaisePartner/ver 1.0 1.0.0
Listed On
11/27/2024
Latest Release
11/27/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/21/2024

Additional Details

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

Need help?

Raise Partner SAS

Grenoble, France

Contact us for any information about our solutions: salesforce@raisepartner.com

Support Phone+33438374380
Other ResourcesEmailTerms & Conditions