SmartRisk Key Features

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
client-facing seminar presentation Icon
Access to a client-facing presentation
Direct Mailer Icon
Access to a direct mailer example
Marketing Materials Icon
Access to a client-facing brochure
Expert support icon
Free access to support & customer success

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 us for more information about our enterprise solutions.

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