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Webinar

Live Webinar: Combatting Conflicts in Your Tech Stack

Your Clients Want Clear Insights in their Financial Plan Are you frustrated with outputs from multiple sources that don't agree? Many advisors have a "tech stack" that includes different tools from a number of software vendors. Creating structural integrity in your financial plans is imperative. Providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business. 
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In The News

A Closer Look at Income InSight: Stress Tests

Provide Retirement Insights and Add Bottom Line Dollars for Your Clients Income InSight® was designed to help advisors visually answer their clients' biggest questions about retirement and quantify the value they deliver. One of the best ways our new retirement income planning platform executes this is with stress test icons. Let's take a closer look at the feature.
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In The News

Forbes Finance Council: Understanding Financial Risk

Why You Shouldn't Just Focus On The Probability Of Success In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® suggested that focusing on a probability of success is a poor method for moving people to make the best possible financial decisions. 
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Joe Elsasser

On-Demand Video: Open Architecture is Dead

Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open Architecture is Dead" at the T3 Advisor Tech Conference in Denton, Texas. The presentation is now available for on-demand viewing. 
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Marketing

Tax Clarity Leaves a Lasting Impression on Prospective Clients

Demonstrate the Dollars You Add to Your Client's Retirement Strategy with Tax Clarity The first meeting with a prospective client is a crucial one. You have a short window to build a connection and really show the value you can add to their retirement plan. Follow this step-by-step process to increase the number of prospective clients who want to work with you.
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