With our proven process, advisors are able to streamline their practices, offer actionable insights and utilize successful marketing tactics. 

When you subscribe to our software solutions, we’ll connect you with a customer success coach to help you get the most out of your subscription, including access to our expert support team. Our support team will train you on how to use the tools and resources, and they are here for you as long as you’re a subscriber for help with case questions as well as coaching you on how to communicate your value based on the reports.

But that's not all. With your paid subscription, we provide a field-tested client-facing presentation specific to the content in the software. These presentations position you as the expert that your community needs and help you differentiate your practice. We also provide several practice management and marketing resources to help you attract the right prospects and grow. 

Proven Process Image of an interview

Covisum Fast Facts

4 software solutions
1M Nearly 1M lives impacted
HQ Omaha,NE
20,000+ advisors

“Co” means joint or shared, and “visum” means vision

Joe Elsasser, CFP®, developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum, a financial technology company focused on creating a shared vision throughout the financial planning process.

In 2016, Covisum introduced Tax Clarity®, which helps financial advisors show their clients the hidden effective marginal income tax rates that can significantly impact cash flow in retirement. In early 2017, Covisum acquired SmartRisk™, software that allows advisors to model “what-if” scenarios with account positions and align a client’s risk tolerance with their portfolio risk. In January of 2019, Covisum launched Income InSight®, an income planning tool that deeply integrates with Covisum's other tools and helps advisors make better financial decisions, faster, while resolving conflicts in assumptions and conflicts in results that plague other financial planning tools.

Co-Visum Section

Our Leadership Team

Joe Elsasser, CFP®

Founder and President

Dan Gaydos

Vice President of Customer Experience

Katie Godbout

Vice President of Sales and Marketing

Chris Whitehill

Vice President of Software Development

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