Covisum Blog

Investors Chronicle highlights SmartRisk

Investors Chronicle published an article, "Alpha Portfolios: Appreciating Real Tactical Risk" by James Norrington on . . .
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The 7 books (and papers) everyone with an interest in financial tech should read

In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with . . .
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ThinkAdvisor: Covisum's advisor and quant discuss the impact of tax reform on investment portfolios

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two . . .
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Covisum Rolls out Big Changes to Tax Clarity® Software

Updates will guide advisors through the 2017 Tax Cuts and Jobs Act OMAHA, Neb. (April 17, 2018)– Today, Covisum announced . . .
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Real Daily highlights a report that suggests retirees have been underpaid millions

A recent article in Real Daily highlighted a report from the Inspector General of the Social Security Administration . . .
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4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the . . .
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