SmartRMS Risk Analysis Software

SmartRMS is a risk analysis software designed to help leaders and traders effectively monitor and manage their clients’ positions. It offers real-time tracking of risks, performance metrics, and positions through intuitive reporting features. The software allows users to export reports to Excel for further analysis, ensuring detailed risk assessment.

SmartRMS provides essential insights into client portfolios, such as concentration risks, margin utilization, and compliance violations. Its goal is to help traders make informed decisions, mitigate risks, and enhance overall trading performance.

The Client Portfolio Report enables traders to monitor client positions on both user and underlying levels. It also provides detailed metrics including MTM (Mark-to-Market), utilized margin, net position, and option Greeks (Delta, Vega, Theta, Gamma).

The Smart RMS software offers scenario analysis with potential risk assessments for both upside and downside trends. This report helps traders make data-driven decisions, assess overall portfolio health, and manage risk exposure efficiently.

The Underlying View Report allows traders to track positions grouped by underlying scripts. It provides insights into which clients are active in specific stocks and assesses their performance. This report also includes risk alerts, which instantly notify traders about potential losses in specific scripts.

The Delivery Report in SmartRMS helps traders track client obligations related to physical delivery on expiry dates. It identifies positions that might result in in-the-money (ITM) obligations, enabling traders to take necessary actions in advance.

By monitoring and managing physical delivery risks, SmartRMS helps traders avoid unwanted stock deliveries and optimize their trading strategies.

Through the Concentration Risk Report, traders can diversify their positions by identifying excessive exposure in a single script. It can reduce the risk of significant losses. This ensures better capital allocation and minimizes exposure-related vulnerabilities.

The Violations Report, also known as the Ban Script Report, provides daily updates on banned scripts. It helps traders monitor whether any clients have traded in restricted stocks. This report ensures compliance by preventing unauthorized trades and minimizing regulatory risks.

SmartRMS provides real-time monitoring of client positions and risks, enabling proactive decision-making. It offers advanced analytics, including scenario simulations and customized reporting. The software allows users to generate detailed reports in Excel for further analysis.

SmartRMS helps mitigate risks by identifying potential losses and obligations before they escalate. With a user-friendly interface and intuitive dashboards, it simplifies risk monitoring and enhances overall trading efficiency.