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    Grow Your Business With Financial Advisor Technology

    Covisum offers more than just financial advisor technology. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
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    In The News

    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

    With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.
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    In The News

    Advisor Perspectives Article

    New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts.
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