Start Your Free Trial
Contact Us

Clients are Often Blind to Market Risk

SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise.

Get your free trial now!

SmartRisk Results

SmartRisk Key Features

13611-MARKETING KIT-ICON
Marketing Materials
Access to professionally created marketing materials: emails, videos, presentation deck with script, and graphics
Access to Support
Access to Expert Support & Customer Success
Unlimited free access to our live expert support team who can help make the most of your subscription.
Quick Easy data entry Icon
Quick & Easy Data Entry
Portfolio Comparison Icon
Portfolio Comparison
Alerts Icon
Single Name Concentration Alerts
Accounts Icon
Household Views of Accounts
Printable PDF Report Icon
Printable PDF Report
Deep Integration Icon
Deep Integration with other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.
The Risk Evolution

Watch a Demonstration 

Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.

Pricing FAQs

Can I take a trial of SmartRisk? 

Yes! You can try SmartRisk for free for 10 days with no obligation. No credit card required.

Do you have a demo video of SmartRisk? 

Yes, we do. Learn how to use SmartRisk in your financial planning practice by watching this recorded demonstration. 

Can someone demonstrate SmartRisk for me? 

A member of our customer success team would be happy to demo SmartRisk for you. Choose the time and date that works best for you. Click here to schedule a live demo. 

Can I subscribe monthly or annually? 

Choose the subscription that's right for you at $49.99/per month or $599/per year.

Can more than one advisor use one subscription to SmartRisk? 

Your SmartRisk subscription is intended for the sole use of one user, as outlined in our End User License Agreement (EULA). If you plan on utilizing our tools for multiple users you will want to have an enterprise-level EULA with us.


Is there an enterprise version of SmartRisk? 

Yes. Covisum powers some of the largest financial institutions in the United States. Contact sales for more information about our enterprise solutions.

Can I see your data security statement? 

Our data security statement is designed to answer the most common questions Covisum is asked in a vendor due diligence review and to provide supporting documentation for your file. Click here to access our data security statement.

Your Covisum Experience

Try Icon

Try

Try SmartRisk for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with SmartRisk.

Buy Icon

Buy

Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

Grow Icon

Grow

Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

"Covisum’s tools have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients. "
David
Senior Financial Planner

Stay Connected

Access industry news, expert insights, best practices, free downloads and more.

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
Contact Us

© 2010 – 2021 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy