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    In The News

    Investors Chronicle highlights SmartRisk

    Investors Chronicle published an article, "Alpha Portfolios: Appreciating Real Tactical Risk" by James Norrington on April 13, 2018.
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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 an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.
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    In The News

    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 distinct perspectives on the same topic. Check out the most recent installment, "How New Tax Law Affects Investment Portfolios." In this edition, we asked both Joe and Ron what kind of impact tax reform has on investment portfolios. Joe's response included:
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    In The News

    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 major changes to its Tax Clarity® software. The upgrade supports financial advisors as they navigate the 2017 Tax Cuts and Jobs Act. With these software changes, advisors can help their clients visualize the new tax landscape and make better decisions about which income streams to use at particular points in retirement.
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