G2

Andrew E.

Financial Advisor

Small-Business (50 or fewer emp.)

6/24/2020

"Great product and easy to use"

5/5

What do you like best about SmartRisk?

I like the ability to customize the portfolio to my clients individual account. To be able to show them the actual investments that they are currently in with the amount of Risk associated with their specific portfolio is a great tool. Review collected by and hosted on G2.com.

What do you dislike about SmartRisk?

Sometimes when comparing 401k plans can't find the investments, making it difficult to make a proper comparison and have the client understand the amount of Risk they may potentially have if they stay with a 401k plan vs moving it to a managed account. Sometimes the proprietary funds that are offered at some investment firms are a little hard to find. I have utilized google to help me search for different ticker symbols since they are not always listed on the statements that are provided by my clients. Review collected by and hosted on G2.com.

Recommendations to others considering SmartRisk:

Some recommendations that I would make is to make sure that you customize the portfolios to you individual clients. Get familiar with searching for different equities and bonds as sometimes they can be a little difficult to find. Utilize Google or Yahoo search to help find a particular ticker symbol that you may be looking for as well. Review collected by and hosted on G2.com.

What problems is SmartRisk solving and how is that benefiting you?

I am solving the risk exposure and showing clients the dollar amount if the markets move on client account vs the percentages. It really helps clients understand how much they could be potentially make or lose based on moves in the market. It allows them to make better decisions based on their investment strategy and ultimately help them reach their investment objectives. Review collected by and hosted on G2.com.

Response from Katie Godbout of SmartRisk

edit

Hi Andrew,

We're happy to hear that the SmartRisk features that allow you to customize a portfolio have been really helpful. Your feedback is incredibly valuable to us. Thanks for taking the time to leave a review of SmartRisk.