Start Your Free Trial
Contact Us
Browse by topic
Search our blog

    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.
    Read

    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.
    Read

    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:
    Read

    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.
    Read

    In The News

    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.
    Read

    Risk

    We’re adding portfolio risk to our expertise

    The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.
    Read

    Culture

    New beginnings

    We’re looking forward to a new year in a new space! As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, which has grown to support thousands of advisors all across the nation. In the spring, we rolled out a new product, Tax Clarity™, which is already making an impact for many advisors.
    Read

    Marketing

    Our team is growing

    Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.