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Covisum vs SMArtX Advisory

Covisum logo
CovisumFaculty Management Software
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Covisum logo
Covisum
Faculty Management Software

Grow your financial planning business with elite software

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryFaculty Management SoftwareFinancial Advisory Practice
What it isSocial Security claiming and retirement income planning platform for financial advisors.Managed accounts platform for RIAs.
Pricing
Published priceCovisum publishes a numeric starting price of $39.99 on its current pricing materials. Higher tiers, usage, support, or contract terms may increase the total cost.Custom
SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20122014
Team size11-50 employees51-200 employees
HeadquartersLeawood, KSJupiter, FL

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