How do I use Covisum tools to grow through referrals?

Covisum creates the software and provides the support financial advisors need in order to provide better answers for retirees and pre-retirees.

Step 1: Subscribe to the Right Combination of Software

When you subscribe to any one – or more than one – of our software solutions, we will train you on how to use the tool. Access to our live expert support team is included with your subscription. Our support team can help you with case questions as well as coach you on how to communicate your value based on the reports.

Step 2: Define Your Ideal Referral Relationship(s)

Are you looking to build relationships with:

  • Clients
  • Centers of influence, like CPAs, enrolled agents, and attornies 
  • Other advisors

Step 3: Marketing Your Expertise & Events

We also provide several free resources specific to marketing your financial practice online, including:

Step 4: Grow Your Knowledge and Experience with Live and On-Demand Webinars

Provide more to your existing clients when you learn how to transition them from one aspect of financial planning to a comprehensive strategy. Right now, the topic of taxes is top of mind for consumers. Learn how to leverage technology to benefit your existing business, helping your clients add value to their bottom line. Covisum produces numerous free, educational webinars, including:

Step 5: Receive Free, Ongoing Support

Think of our support team as an extension of your team. After you take a trial or purchase, if you have questions about the software or reports, our expert support team is available Monday - Thursday from 7:30 a.m. to 5 p.m. and Friday 7:30 a.m. to 2 p.m. Central Time at 877.844.7213 or via email at You also have 24-hour access to our knowledge base.

Step 6: Get Started!

  1. Start with a free trial to see the power of the software and generate actionable reports.
  2. Purchase full subscriptions to access the seminar presentations and client-facing marketing materials.
  3. Begin marketing your practice and growing your business!

Free Trials

Here's the link to take a free trial of Social Security Timing.

Here's the link to take a free trial of Tax Clarity. 

Here's the link to take a free trial of SmartRisk.

Here's a link to take a free trial of Income InSight.