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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.

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