Covisum Blog

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 . . .
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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 . . .
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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 . . .
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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 . . .
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Meet Francine, our newest developer

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