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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:

    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.

    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.


    Meet Francine, our newest developer

    Covisum helps you stay competitive by hiring the best. Meet our latest addition to the team, Francine Covisum has financial savvy and the technology to back it up. How do we do it? We're staying ahead of the curve and adding to our development team.

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