Powerful technology that serves the needs of the nation’s largest financial planning institutions.
We Can Help You Reach Your Goals
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.
Enterprise Key Features
Grant or remove access and control elements seen by users with our easy-to-use enterprise management system.
Detailed reporting to help you quickly analyze user activity. Use admin access to retrieve reports generated by users. Track which reports have been generated for a client and when.
Covisum enterprise solutions can be scaled to the size of your business. We offer numerous options to customize the software to fit your company.
Training & Support
Onboarding, continuing support and advisor webinars will be provided by Covisum’s development and support personnel. Expert-created and field-tested marketing materials are also available for all users.
Custom data integrations will be considered depending upon the complexity of existing feeds within your system.
What You Can Expect From A Covisum Enterprise Solution
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.
Covisum powers some of the largest financial institutions in the United States.
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.
“Not only did the tool result in a really nice sale, but it brought peace of mind to someone going through a very difficult phase of her life.”