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    The Right Retirement Income Planning Software Can Make or Break Your Business

    Income Planning

    The Right Retirement Income Planning Software Can Make or Break Your Business

    Comprehensive, well-built retirement income planning software provides benefits to both financial advisors and their clients. Financial advisor software empowers advisors to demonstrate their value to clients by building easy-to-understand retirement strategies, from complex tax or income calculations to cash flow breakdowns. The right financial advisor software should include features to help clients through every step of the retirement income planning process, including:
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    How Roth IRA Conversions Can Benefit Your Clients

    How Roth IRA Conversions Can Benefit Your Clients

    Roth IRA conversions can benefit clients by helping them level out tax obligations over time by reducing future required minimum distributions that would be taxed at the clients highest marginal rate.
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    Collecting and Utilizing Client Reviews to Benefit Your Financial Planning Practice

    financial practice

    Collecting and Utilizing Client Reviews to Benefit Your Financial Planning Practice

    When it comes to running a successful financial planning practice, impactful positive client reviews can bring in significantly more business. Online reviews are more important than ever before. Review interaction—searching for, filtering reviews, and expanding or reading entire reviews—has increased 50% percent since the start of the COVID-19 pandemic. Client reviews can have a real, tangible impact on your financial planning firm’s reputation and bottom line. Let’s dig into the nuts and bolts of online reviews, why they work, and strategies for collecting high-quality reviews to boost your business.
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    Covisum Awarded ISO 27001 Certification

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    Covisum Awarded ISO 27001 Certification

    on November 16, 2021 | By Lauren Laferla, Director of Communications
    Covisum is ISO/IECC 27001: 2013 Certified At Covisum, we know that information security and compliance are important to your business. That's why we are pleased to announce that Covisum has achieved ISO 27001: 2013 certification.
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    Covisum Community Service Day 2021

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    Covisum Community Service Day 2021

    on November 11, 2021 | By Lauren Laferla, Director of Communications
    Giving Back to Our Community The Covisum team spent the morning of Thursday, November 4, volunteering at the Food Bank for the Heartland to help provide emergency and supplemental food to people in need throughout Nebraska and western Iowa. As the largest food bank in the area, the organization distributes food to 600 food pantries, schools, emergency shelters, and other nonprofits.
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