About Covisum

Financial advisors and institutions rely on Covisum’s software, resources and successful marketing tactics to streamline their practices, offer actionable insights and guide clients to make the best financial decisions.

Featured Content

How Advisors Can Use Technology to Mass-Customize Financial Planning

Financial advice is changing and the new environment creates significant opportunity to increase the value delivered, as well as quantify and communicate the advisor's impact to clients.

Read More >>

Website

https://www.covisum.com/

Address

8420 West Dodge Road, Ste. 510
Omaha, NE 68114

Phone

877.844.7213

Social Media

More from Covisum