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    Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

    Fintech

    Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

    You understand the challenges of crafting personalized and effective retirement income plans for your clients. Accurate financial data is vital for making informed decisions and providing tailored advice. That's why Covisum is thrilled to announce our latest integrated solution with Morningstar® ByAllAccounts®, a leading financial data aggregation service. This integration empowers you with the tools to take your retirement income planning to the next level, delivering outstanding outcomes for your clients.
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    6 Features You Should Expect from Your Fintech Stack

    Fintech

    6 Features You Should Expect from Your Fintech Stack

    Retirement income planning is a niche market, and to provide strategic advice for your clients, you need a tech stack built with retirees in mind.
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    Product Matchmaker, Matchmaker, Make Me a Match

    Fintech

    Product Matchmaker, Matchmaker, Make Me a Match

    When it comes to helping your clients optimize their retirement income planning strategies, sometimes you don’t know what you don’t know. With dozens of different variables, updates to tax rules and Social Security benefits, and life’s surprises, the decisions you help your clients make are more valuable than ever.
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    How Stacking Your Fintech Solutions Can Benefit Your Practice

    Fintech

    How Stacking Your Fintech Solutions Can Benefit Your Practice

    Modern consumers have high expectations. If you run a financial services business, you know how hard it can be to attract, retain, and expand your customer base. You’re almost certainly leaning on fintech solutions to upgrade your service offerings and improve your overall customer experience. With so many fintech solutions available, businesses have a golden opportunity to create more value from tech investments by determining the best solution combination to serve your business. Avoid adopting unnecessary technology that won’t help you deliver results that make your job easier and services more valuable.
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    How to Generate New Leads as a Financial Advisor

    Marketing

    How to Generate New Leads as a Financial Advisor

    Whether you’re a new or established financial advisor, you know the importance of lead generation. Whereas brand-new advisors might feel greater urgency in attracting those first leads and building up their customer base, veteran advisors understand that new leads for financial advisors provide an influx of revenue needed to stabilize and grow a firm. You are likely already busy advising your clients and managing investments, and lead generation requires additional time and dedication. But the right lead gen strategy—and a commitment to some of the industry’s established best practices—can help you become more efficient in generating these leads, building more significant ROI, and reducing your overall time commitment to marketing your business.
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    How to Attract New Clients to Your Financial Advisor Practice with Fintech

    Fintech

    How to Attract New Clients to Your Financial Advisor Practice with Fintech

    Technology has already transformed how consumers think about and manage their money. From online banking and money tracking tools to investing apps and the rise of robo-advisors, the financial services industry sits at an intersection of constant innovation and change. For advisory firms used to the old-fashioned way of doing business, the transformation brought about by new financial technology (fintech) solutions can be overwhelming—and even threatening, in the case of AI-powered tools that attempt to outsource professional advising into the hands of a computer program.
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