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    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    In The News

    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® clears up some common misconceptions about the Social Security program.
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    Live Webinar: Combatting Conflicts in Your Tech Stack

    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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    A Closer Look at Income InSight: Stress Tests

    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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    Forbes Finance Council: Understanding Financial Risk

    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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    On-Demand Video: Open Architecture is Dead

    Video

    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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