Grow your business through The Covisum Process

Covisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:

[...]

Posted in Blog, Covisum Team, Marketing Strategies, Software Programs

Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line.

Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.

[...]

Posted in Acquisition, Blog, Covisum Team, In The News, Risk, SmartRisk, Software Programs

Will adjusted gross income continue to be important in a Trump tax world?

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients?

[...]

Posted in Adjusted Gross Income, Blog, Provisional Income, Social Security, Social Security Timing, Tax, Tax Clarity, Tax Reform, Trump

Advisor Perspectives Article

New tools to prove you acted as a fiduciary

Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts.

[...]

Posted in Blog, Fiduciary Rule, Risk, SmartRisk, SmartRisk

Meet Francine, our newest developer

Covisum helps you stay competitive by hiring the best. Meet our latest addition to the team, Francine

Covisum has financial savvy and the technology to back it up. How do we do it? We're staying ahead of the curve and adding to our development team.

[...]

Posted in Blog, Covisum Team