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11-50 employees
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Financial Services
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444 Regency Parkway Dr., Suite 201, Omaha, Nebraska 68114, US
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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.
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Covisum Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Covisum email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact Covisum customer service number in your country click here to find.
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