Planning-oriented broker dealers and large RIAs
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.
Insurance and IMOs
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.
Seminar marketing firms
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
Financial technology software companies
We provide specialized solutions. Our APIs can answer key client questions, saving you time in developing your software.
We work with some of the world’s most respected financial organizations, including numerous Fortune 500 companies, some of whom have been our customers for more than 10 years. In fact, thousands of financial advisors count on Covisum to drive retirement income planning in their organization. Given our reputation as a leader in retirement income planning, Covisum leadership is frequently quoted in ThinkAdvisor, Perspectives Magazine, Forbes, USA Today, InvestmentNews, and CNBC.