Covisum Blog

Better Answers Build Businesses

Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client . . .
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Roth Conversions Made Easy with Income InSight

Income InSight and Roth Conversions  The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most . . .
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Find the Information You Need in Covisum's Help Center

We Are Dedicated to Providing Awesome Support Covisum wants to make it easy for our customers to find the information you . . .
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Covisum Honors Three with First-Annual President’s Awards

Covisum recently hosted an employee celebration event to mark the successful launch of Income InSight®. This new . . .
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#NebraskaStrong: Flooding in our Headquarters State

Intense Winter Storm Leads to Devastating Floods  For most of us at Covisum, we've never seen devastation from floods . . .
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Kitces Nerd's Eye View: How To Better Attract Your Ideal Clients

In a recent guest post for Michael Kitces' blog, Nerd's Eye View, Covisum's Director of Sales and Marketing, . . .
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The Covisum Tech Stack: Talking to Clients About the Value You Add

Here are some talking points that will help you discuss the value you can add for clients when you use the Covisum tech . . .
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The Covisum DNA: A Look at Company Culture and Vision

Call us a SaaS company, a fintech leader or a software company, but we believe we are more than that. Recently, we sat . . .
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Will Siri Take Your Job?

Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up . . .
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