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    Culture

    Announcing the Second-Annual President’s Award Winners

    The Covisum team is comprised of several talented people with diverse backgrounds and expertise who make the business better than any one person could do on their own. Covisum recently hosted an event to celebrate our greatest asset, our employees. At the event, Founder and President, Joe Elsasser, CFP® presented the second-annual Covisum President’s Awards.
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    Culture

    Top 10 Blog Posts of 2019

    The most popular posts of 2019 are... As another year comes to a close, we decided to take a look at the blog posts that resonated with you the most. We rounded up a list of our most viewed blog posts of 2019. Take a look! Here’s what you enjoyed reading about this year.
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    Joe Elsasser

    A Look Back at 2019, A Look Forward to 2020

    A Note from the President Covisum Founder and President, Joe Elsasser, CFP®,  highlights some of Covisum's best and biggest moments from the past year and what subscribers can look forward to in 2020.
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    Joe Elsasser

    Exciting News—We're Moving!

    We are moving! 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. 
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    Culture

    Covisum Honors Three with First-Annual President’s Awards

    Covisum recently hosted an employee celebration event to mark the successful launch of Income InSight®. This new financial planning platform deeply integrates with multiple tools to provide a clear view of retirement for clients. At the event, Founder and President, Joe Elsasser, CFP® presented the first-annual Covisum President’s Awards.
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    Culture

    #NebraskaStrong: Flooding in our Headquarters State

    Intense Winter Storm Leads to Devastating Floods  For most of us at Covisum, we've never seen devastation from floods like we're seeing right now. In my lifetime, my basement has flooded a time or two. It's probably happened to each of the Nebraska natives who work here. I've had a swampy back yard countless times. Flash flood warnings from The Weather Channel are a norm for us in the spring. But this year is different. 
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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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    Marketing

    Grow Your Business With Financial Advisor Technology

    Covisum offers more than just financial advisor technology. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
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    In The News

    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

    With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.
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