Powerful technology that serves the needs of the nation’s largest financial planning institutions.
The Covisum software stack was created by an advisor, for advisors. We have a unique understanding of the challenges and opportunities in the marketplace and how to capitalize on them. Whether you are looking for white labeling, a custom front-end experience, a referral partnership, single sign-on integration, content development and licensing, API integration, or business intelligence, we have solutions.
Our secure and easy-to-use solutions include a quick onboarding process with as much or a little help from our expert support team as you need. We can customize your solution to support the unique processes of your organization and help you standardize processes across your team. We have the ability to create custom oversight and supervision processes, integrate with existing systems through API, and we can scale to size. We offer actionable and compliant client communication and reports and differentiated messaging for advisor recruitment. Our solutions include high-level backup, recovery, and redundancy to give you peace of mind.
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A one-time set-up fee of $10,000.
Pricing is $150/user/month with a minimum commitment of 100 users.
Use Covisum solutions to equip advisors with the right tools to grow their businesses. We offer home office access and surveillance for compliance purposes and can deliver consistent scalable processes across your organization.
Covisum is product-agnostic with a focus on accurately representing the salient features of most major insurance products. As a result, our tools demonstrate the value of your products in the context of a client’s life.
Access to presentation content, social media graphics, client brochures and direct mailers. Use the software to fulfill on the promises made through marketing. Access to our highly-trained expert support team.
We provide specialized solutions. Our APIs can answer key client questions, saving you time in developing your software.
Access industry news, expert insights, best practices, free downloads and more.
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