Covisum is ISO/IECC 27001: 2013 Certified

At Covisum, we know that information security and compliance are important to your business. That's why we are pleased to announce that Covisum has achieved ISO 27001: 2013 certification

What is ISO 27001 Certification?


ISO/IEC 27001 is an internationally recognized management system for controlling information security and governance risk. Certification is achieved through an external accredited certification body following extensive audits of our practices, policies, and procedures.

Certification demonstrates that Covisum has invested in the people, processes, and technology to protect your organization’s data. We underwent an independent expert assessment to ensure that your data is protected.

How does this affect you?

Receiving ISO 27001:2013 certification illustrates that financial advisory firms and large financial institutions can count on Covisum to utilize a best-practice framework and ongoing governance to protect your client and company information.

Risk management is a fundamental part of the Covisum software development process. Our comprehensive Information Security Management System defines how information should be managed and outlines security controls for all IT systems and software operations to protect privacy. 

Are you interested in learning more? 

Covisum powers some of the largest financial institutions in the United States and serves more than 20,000 financial advisors. Try the software for free for 10 days–no credit card required. To discuss enterprise-level options, including solutions tailored to financial institutions, planning-oriented broker-dealers, large RIAs, IMOs, and financial technology software companies, contact

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