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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.

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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.
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Quick & Easy Data Entry
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Portfolio Comparison
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Single Name Concentration Alerts
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Household Views of Accounts
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Printable PDF Report
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Deep Integration with other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.
The Risk Evolution

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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

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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.

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Buy

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

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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

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