# SmartRisk Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SmartRisk Software - reviews, pricing plans, popular comparisons to other Financial Risk Management products and more. Source: https://www.capterra.com/p/204949/SmartRisk --- # SmartRisk Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) SmartRisk ## What is SmartRisk? SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. Clients are often blind to market risk and typically dont have accurate downside expectations either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRisk, advisors can analyze portfolio risk. ## What is SmartRisk used for? [Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49.99 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SmartRisk?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.covisum.com&name=SmartRisk) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SmartRisk 4.3 (4) VS. [4.9 (121)](https://www.capterra.com/p/245922/Eleven/reviews/) Starting Price $49.99 Flat Rate, Per Month Starting Price $35 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (4) Ease Of Use 4.9 (137) Value For Money 4.3 (4) Value For Money 4.8 (104) Customer Service 4.5 (4) Customer Service 4.9 (103) ## SmartRisk alternatives [4.2 (2,035)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.9 (14)](https://www.capterra.com/p/10021163/Flagright/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,396)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Risk Analysis Analyze potential risks across the organization Scenario Planning Develop potential scenarios to identify risks and opportunities SmartRisk 4 features Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization Develop potential scenarios to identify risks and opportunities Get Advice We can help you find the software with the features you need. Features 4.3 (4) 4.3 Based on 4 reviews ## Pricing Value for money 4.3 (4) Free Trial Basic $49.99 Flat Rate,Per Month Value for money 4.3 (4) 4.3 Based on 4 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (4) 4.5 Based on 4 reviews ## User reviews Overall rating 4.3 Based on 4 reviews Filter by rating 5(1) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DC David C. Financial Advisor Financial Services ### "SmartRisk at a Glance" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 7, 2020 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 12, 2020 Hi David, Thanks for leaving a review of SmartRisk. We're glad the software has been helpful in demonstrating the downside impact and portfolio diversity. Your feedback is incredibly helpful. Thank you for taking the time to share your thoughts. -Lauren LC Linda C. Advisor Financial Services ### "What I think of Smart Risk" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 7, 2020 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. 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, Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 1, 2020 Hi Linda, Thanks for taking the time to leave a review of SmartRisk. We're so glad to hear that the software has helped your clients better understand portfolio risk. We appreciate your feedback. -Lauren AE Andrew E. Financial Advisor Financial Services ### "Easy to use and very effective" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 3, 2020 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 1, 2020 Hi Andrew, Thanks for leaving a review of SmartRisk. We are thrilled to hear that SmartRisk has helped your clients better understand their portfolio options and the risk associated with those options. We really appreciate your feedback! WB Wendell B. Principal Facilities Services ### "Great Help" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 July 2, 2020 Good 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. Reasons for choosing SmartRisk n/a Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 4, 2020 Hi Wendell, Thanks for reviewing SmartRisk. We're glad to hear you've found the software helpful for showing clients their level risk compared to the risk in their portfolio. Also, I'll make a note to pass along your feature suggestions to our software development team. If you're still looking for training, your software subscription includes free unlimited access to our expert support team. You can reach them at help@covisum.com or 402-235-4500. Thanks for your feedback. -Lauren ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)