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    Marketing

    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 down with Katie Godbout, our director of sales and marketing, and asked a few questions about Covisum. How do you say Covisum anyway? A lot of people ask that, not surprisingly. Phonetically, it's "ko-vee-some." Lots of times, people add an extra syllable, and say something like, "ko-vee-see-um." It's not a word used in normal conversation, so I can understand why it's hard to say. And what does it mean? Covisum, when you break it apart, means "shared vision" and has a foundation in Latin. We chose to name our company Covisum because we believe in putting our customers and their clients at the forefront of our decision-making.
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    In The News

    Hidden Value: Beware the Social Security Tax Torpedo

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week he discusses avoiding the tax torpedo and how combinations of different retirement incomes can create ugly distortions in tax rates.
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    In The News

    Hidden Value: How to Help Retirees Pick the Right Life Insurance

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to help clients pick the right life insurance.
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    In The News

    Will Siri Take Your Job?

    Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?
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    In The News

    Hidden Value: How Do You Compare Two Financial Plans?

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to compare two financial plans.
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    In The News

    Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched financial practice. Niched financial practices have defined specifically which clients they will work with and what services they can provide to make them the best option for those clients. Choosing an advisor who focuses on your particular niche is crucial when it comes to understanding your specific needs and answering any questions you may have comprehensively.
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    In The News

    ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

    In a recent article for ThinkAdvisor, Covisum President, Joe Elsasser, CFP®, suggested that full integration will overtake open architecture as the theme of the next decade. When financial tech begins to provide full integration, it will enable greater efficiency and the ability to provide mass-customization processes in financial firms. Highly customized, quality advice will be more affordable to the mass affluent, while still adding value for the consumer.
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