The Covisum team is growing rapidly and we are very excited to announce that we are moving to a bigger space to better serve our customers.
Where are you moving?
Our new location is just a few miles down the road:
2120 S. 72nd St. Ste. 1000
Omaha, NE 68124
When are you moving?
We will be packing and moving some items throughout the week of Oct. 28, but the big day is Friday, November 1. We will cease all operations in our former space at 12 CT on Friday. Which leads us to our next point.
How will the move impact me?
We hope the impact on our subscribers will be fairly minimal. There shouldn't be an impact to your software access or access to our website. However, during the move, our customer support phone lines will be offline starting at 12 pm CT on Friday, November 1. Customer support will resume Monday, November 4 during our regular business hours.
Why are you moving?
We were faced with a choice of buying new tiny furniture to fit the growing team into current space or to to relocate to a space that supports our long-term growth needs.
The new space more than double the size of our current space and is located in the heart of Omaha, adjacent to the UNO campus and Aksarben Village. It provides key amenities for our team including a workout facility and a large shared space that we want to use to host advisor training events.
Going forward we expect the space to help us attract additional team members and allow us to provide the same outstanding support and innovative software tools you expect from us.
Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.
In 2016, Covisum introduced Tax Clarity®, which helps financial advisors show their clients the hidden effective marginal income tax rates that can significantly impact cash flow in retirement. In early 2017, Covisum acquired SmartRisk™, software that allows advisors to model “what-if” scenarios with account positions and align a client’s risk tolerance with their portfolio risk. In January of 2019, Covisum launched Income InSight®, an income planning tool that deeply integrates with Covisum's other tools and helps advisors make better financial decisions, faster while resolving conflicts in assumptions and conflicts in results that plague other financial planning tools.