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    Culture

    Covisum Celebrates Team Member Promotions!

    Promotion Announcement! Covisum is excited to announce that two members of our software development team have recently been promoted. Congratulations to Shawn Sweet and Geneiva Mfinanga, promoted to Director of Software Development and Agile Developer II, respectively. Read on to learn more about Shawn and Geneiva and their new roles. 
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    Marketing

    Quarterly Review: What's New at Covisum

    Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in.
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    Joe Elsasser

    FinPlan Friday: Cryptocurrency

    What are Cryptocurrencies? Cryptocurrencies, like Bitcoin, have been a hot topic in recent years. Still, they haven't become relevant in client portfolios just yet. In this month's FinPlan Friday conversation, Joe will highlight what financial advisors need to be aware of when it comes to cryptocurrencies.
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    Culture

    2021 Tech Company Culture: Covisum President's Awards

    After a year like no other, the Covisum Team was ready for some fun. Our team and their families boarded the River City Star for a Missouri River cruise. During our voyage, Covisum Founder and President Joe Elsasser, CFP®, presented this year's President's Awards. Let's get to know this year's recipients...
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    Joe Elsasser

    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
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