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CRMA Alternatives & Competitors

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Top Alternatives to CRMA

  • Riskalyze
  • HiddenLevers
  • FactSet Portfolio & Risk Analytics
  • Smart RIA
  • SmartRisk

Top 20 Alternatives & Competitors to CRMA

Browse options below. Based on reviewer data you can see how CRMA stacks up to the competition, check reviews from current & previous users in industries like #<Competitors::ProgrammaticText::Description::NullFilters:0x00007f8535d4b770>, and find the best product for your business.
    #1
  1. Riskalyze

    (42)4.2 out of 5
  2. Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Categories in common with CRMA:
    UF
    Riskalyze's blend of behavioral finance with analytics provides a much more realistic assessment of a client's true risk tolerance than purely analytical questionnaires
    #2
  3. HiddenLevers

    (34)4.5 out of 5
  4. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with CRMA:
    UF
    I like how the reports were generated and how we can compare multiple portfolios.
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
    Learn More
    #3
  5. FactSet Portfolio & Risk Analytics

    (10)4.5 out of 5
  6. Access best-in-class analytics for multi-asset class performance, attribution, and risk.

    Categories in common with CRMA:
    JI
    FactSet is amazing because it has all the information on one platform. I use it frequently to see new news regarding my portfolio. FactSet is great if you do not have bloomberg terminal as it...Read more
    #4
  7. Smart RIA

    (5)4.8 out of 5
  8. Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.

    Categories in common with CRMA:
    EF
    The program was very easy to get up and running
    #5
  9. SmartRisk

    (4)4.8 out of 5
    Optimized for quick response
  10. Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients

    Categories in common with CRMA:
    JR
    Having the dollars and percentage of risk downside is excellent. The charts are easy to use and understandable. This is a great way to illustrate risk to a client with a comparison of another...Read more
    #6
  11. Financial Risk Management

    (4)3.8 out of 5
  12. Finanical Risk Management from Fiserv supports asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk.

    Categories in common with CRMA:
    UB
    Very easy to use. Makes it easy to build profiles and open accounts. System rarely gets slow and is pretty quick to load.
    #7
  13. MX.3

    (3)5.0 out of 5
  14. Capital markets platform that integrates treasury, risk management, investment management, and collateral management solutions.

    Categories in common with CRMA:
    Karapet G.
    KG
    The possibility to value the portfolio and analyse the trades, using simulation views. I also like the market data Manu in the system, which allows you to visualise the rate curves, which are being...Read more
    #8
  15. LoanHD

    (3)3.0 out of 5
  16. LoanLogics is a residentail mortgage solution that helps validate compliance, manage profitability and risk during the manufacture, sale and servicing of loan assets.

    Categories in common with CRMA:
    UH
    I love the ease with which I can enter my loan details and get recommendations and suggestions on how to manage them. Their performance suite management works well for my requirements and I am...Read more
    #9
  17. SAS Enterprise Case Management

    (2)4.0 out of 5
  18. A centralized hub gives investigators and operational risk managers secure access for teams across the enterprise.

    Categories in common with CRMA:
    UH
    As someone working at higher edu, it's easy to work on a project using different computers. The tool boxes are also easy to navigate and search for help.
    #10
  19. OneSumX Credit Risk

    (1)3.0 out of 5
  20. OneSumX provides single name and portfolio credit risk analysis with current and future exposures, expected and unexpected credit loss based on stress and credit value analysis, and credit value adjustments.

    Categories in common with CRMA:
    UC
    I like how W kluwer stands behind it's product and well defined logical data structure. Good integration with other WK products withing the Risk Management Suite
    #11
  21. At-Bay

    (1)4.5 out of 5
  22. At-Bay provides cyber insurance for the digital age with insurance products & services that empower companies to embrace technology fearlessly.

    Categories in common with CRMA:
    #12
  23. Sageworks ALLL

    (1)3.5 out of 5
  24. Target C-level executives & benchmark Institutions in the bank & credit union market.

    Categories in common with CRMA:
    UR
    I like that it is very easy to use and very fast. You can also analyze any US bank by so many metrics which amazing.
    #13
  25. Compuscan Decision Analytics

    (1)4.5 out of 5
  26. Proloan is a loan managemetn system that comprises client, loan, reporting and bad debt modules as well as value adding functionalities including interfaces to credit information, payment systems, and more.

    Categories in common with CRMA:
    UF
    I love the fact that proloan protects your construction investment in the fact that they make sure interest rates don't raise on you. it allows you to hedge your risk in case that proloans had a...Read more
    #14
  27. Prologue Financials

    (1)3.5 out of 5
  28. Prologue Financials is a integrated accounting solution, features enhanced, built-in automation and controls and a newly designed user interface, enabling users to increase the efficiency of financial accounting processes.

    Categories in common with CRMA:
    AB
    The workflow portion of Prologue helps to get proper approval and stores the approval paths in the system for future reference.
    #15
  29. FARIN Foresight

    (1)4.0 out of 5
  30. Farin Foresight is a robust and flexible solution specifically designed to fit your institution’s particular needs. The model is designed for institutions that aspire to use their ALM solution for strategic planning and decision making in addition to reporting, budgeting and maintaining basic regulatory compliance.

    Categories in common with CRMA:
    UB
    The ease of uploading financial documents
    #16
  31. FINFOX Pro

    (1)5.0 out of 5
  32. Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

    Categories in common with CRMA:
    samuel e.
    SE
    This system works best in ensuring there's proper communication between the office and the client for the purpose of client satisfaction.
    #17
  33. ComplySci

    (1)3.0 out of 5
  34. ComplySci provides strategic governance, risk and compliance (GRC) solutions to the financial services and professional services community.

    Categories in common with CRMA:
    Erin B.
    EB
    Parts of it are easy to understand and there are not a lot of technical glitches.
    #18
  35. Novus

  36. Novus seamlessly integrates with your custodian banks, fund administrators or portfolio management systems.

    Categories in common with CRMA:
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    #19
  37. SAS Risk and Finance Workbench

  38. Orchestrate all aspects of financial stress test and credit loss reserving processes, and consolidate results from various systems. A centralized, web-based environment lets you review and execute models, specify scenarios and consolidate results into balance sheets, financial statements and capital plans, as well as generate internal and external reports.

    Categories in common with CRMA:
    Be the first to review SAS Risk and Finance Workbench!
    Write a Review
    #20
  39. TONBELLER™ Siron™ RAS

  40. Siron RAS helps compliance officers to create, continuously monitor and update an institution-specific risk analysis to adopt the mandated risk based approach.

    Categories in common with CRMA:
    Be the first to review TONBELLER™ Siron™ RAS!
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