We help advisors and their clients create a shared vision of the future. “Co” means joint or shared, and “visum” means vision or mental image; Covisum thus means shared vision.
Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day.
Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems.
Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.
Try, buy and grow!
Step 1: Try the software for free and see the value.
Step 2: Subscribe and unlock branding capabilities and gain access to marketing materials.
Step 3: Tailor your tech stack and add a growth engine!
Guarantee: No contract required.
Company Details
- Employees
- 9
- Founded
- 2016
- Address
- 444 Regency Parkway Dr.,
- Phone
- 1(877)844-7213
- sa****@****sum.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- covisum.com
- Keywords
- Social Security Benefits, Income Planning Tools, Retirement Planning, Financial Advisors, Continuing Education.
- HQ
- Omaha, Nebraska
- Competitors
- National Association of Certified Financial Fiduciaries, Omega Investment Management, KLD Wealth Management, Retirement Tax Advisers, Premier Social Security Consulting, LLC, Adaptive Advice, LLC, Empowering Finance, GSnow Creative, Foundation for Fiduciary Education, Circle of Wealth® by MoneyTrax.
Covisum Questions
Covisum's helpline number is 1(877)844-7213
Covisum's website is covisum.com
Covisum's LinkedIn profile is https://www.linkedin.com/company/covisum
Covisum has
9 employees.
View email and phone details for 9
employees at Covisum.
Covisum's industry is
Financial Services
Covisum's top competitors are
National Association Of Certified Financial Fiduciaries,
Omega Investment Management,
Kld Wealth Management,
Retirement Tax Advisers,
Premier Social Security Consulting, Llc,
Adaptive Advice, Llc,
Empowering Finance,
Gsnow Creative,
Foundation For Fiduciary Education,
Circle Of Wealth® By Moneytrax.
Covisum's support email address is sales@covisum.com
Covisum's categories are Financial Services
Covisum's founding year is 2016
