Enterprise Solutions

Covisum is a financial tech company that finds significant gaps in financial understanding and then builds software solutions that help advisors and financial institutions grow by delivering value to their clients. With our proven process, we power many industry-leading applications for financial institutions.  

We have built a variety of enterprise integrations with Fortune 500 companies, including single sign-on via SAML, white-labeling, and building and customizing API endpoints to provide our tools through other enterprise applications. 

What can we help you with?

  • Custom user experience that’s tailored to your advisor base
  • Custom front-end experience
  • Private label front-end software
  • Custom user interface
  • Back-end reporting
  • Content development
  • Consulting
  • Training
Get started with enterprise solutions