Our team cares about your business growth goals. That's one reason we created the software! And since its release, we've been hard at work adding features and resources that will help you attract and retain clients - all while providing the industry's best analytics at a smart price.
Proven marketing tools, including a client-facing seminar and customizable brochure.
Asset interaction explaination to help you and your clients understand thier portfolios.
FAQs document to help answer the most-asked questions about SmartRisk.
Marketing calendar template to help keep you organized and growing.
Easy imports from Riskalyze (.csv files), eMoney (.csv files), and Morningstar (.xml files)
As always, SmartRisk subscribers have access to our awesome support, industry expertise, and training.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.