--- description: Learn more about SmartRisk price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: SmartRisk Pricing, Cost & Reviews - Capterra Ireland 2026 --- Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/20009/financial-risk-management/software) > [SmartRisk](/software/204949/smartrisk) # SmartRisk Canonical: https://www.capterra.ie/software/204949/smartrisk > With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. > > Verdict: Rated **4.3/5** by 4 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses SmartRisk? Covisum creates world-class software that financial advisors need in order to provide better answers for clients. Combined with our marketing expertise, we specialize in advisor business growth. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 4 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Covisum - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$49.99 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: 10-day free access. No risk, cancel anytime. Yearly payment is available. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Reporting/Analytics - Risk Analysis ## Support Options - 24/7 (Live rep) - Chat ## Category - [Financial Risk Management Software](https://www.capterra.ie/directory/20009/financial-risk-management/software) ## Alternatives 1. [D\&B Finance Analytics](https://www.capterra.ie/software/202723/d-b-finance-analytics) — 4.5/5 (137 reviews) 2. [PayPal](https://www.capterra.ie/software/179251/paypal) — 4.6/5 (26301 reviews) 3. [VeriFast](https://www.capterra.ie/software/1023238/rentify) — 4.7/5 (12 reviews) 4. [Nectarine Credit](https://www.capterra.ie/software/1023952/nectarine-credit) — 5.0/5 (7 reviews) 5. [Feedzai](https://www.capterra.ie/software/156229/feedzai-ds) — 4.7/5 (11 reviews) ## Reviews ### "Easy to use and very effective" — 5.0/5 > **Andrew** | *3 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: The software is very easy to use. You are able to really tailor strategies to fit your customers needs and show them a great analysis of their current portfolio versus a designed portfolio that you have come up for them.I always get great reactions when showing this to my clients because it is usually very eye opening to them. > > **Cons**: The only negative that I would say about the product is that it is sometimes difficult to find some institutional shares of stocks when dealing with clients that are rolling over their 401k. I have learned to adapt to this by utilizing similar equity positions and it will typically give me the same results but its nice when you can find exactly what the client is invested in. > > I think this tool is great for client awareness. I use this on all my appointments and it has helped me win business because I am able to show different stress tests for different portfolios and walk my clients through their current strategy and what I am proposing. Clients want to understand what may happen is market changes occur with their current strategy and this tool helps them do that. ----- ### "What I think of Smart Risk" — 4.0/5 > **Linda** | *7 July 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: It engages my clients, and helps them understand the potential risks involved with their portfolios. It also explains diversification. > > **Cons**: Sometimes it can appear confusing when a client has mulitiple accounts and we are looking at each one, > > Overall, my experience has been positive because it helps me show how I can benefit my clients by comparing the portfolios we offer compared to where they are at now. ----- ### "Great Help" — 4.0/5 > **Wendell** | *2 July 2020* | Facilities Services | Recommendation rating: 6.0/10 > > **Pros**: SmartRisk has some great features, 1. being more accurate in its risk expectations. 2. the graphics, showing clients their risk levels are pretty good too. 3. it is very helpful information for clients to see their level of risk compared to the risk in their investment portfolio. > > **Cons**: There are a few things that I think could be improved. 1. The data entry is a chore. It would be very helpful to be able to upload a csv file with the data. 2. having a client interface where clients or potential clients could answer the risk questions themselves. While having only two questions, acceptable loss per quarter and acceptable loss per year? Those are great questions, however, other typical risk profile questions help the advisor learn a little more about the client and the type of investor they are. 3. Better training for new users. I spent a lot of time fumbling around learning the system, and what it all meant. 4. Perhaps having more sample portfolios that can be implemented on behalf of a client. > > Good ----- ### "SmartRisk at a Glance" — 4.0/5 > **David** | *7 July 2020* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: I really like the way the outputs demonstrate the downside impact of a portfolio. I also like the ability to show the diversity of the portfolio. > > **Cons**: Some of the graphics are confusing to the customer and require quite a bit of conversation. In particular the Range of expectations Graphic and the Heavy Tail Graphic. ## Links - [View on Capterra](https://www.capterra.ie/software/204949/smartrisk) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data