At Covisum, we're in more than just the business of creating software. We are dedicated to creating the best retirement income planning platform for financial advisors and institutions. But we're also helping transform your advisory practice into a powerhouse of value and referrals. Our founder and president, a practicing financial advisor and Certified Financial Planner™, utilizes a game-changing approach in his own retirement income planning firm. Let's delve into the heart of it and see how our process can elevate your practice, too. At the core of this strategy are the "Three Wows." These pillars can elevate your practice and set you on a path to success. Let's look at each wow and how they can revolutionize your practice.
Most advisors come to us looking for a solution for a specific challenge. Either they are frustrated with the way they are currently operating, or they heard from another advisor about how our software can make their life easier.
The Most Popular Blog Posts in 2022 Over the past year, you've spent a lot of time reading about financial planning best practices, financial technology, and attracting new prospects. We're thrilled that you love our content! Enjoy this recap of the 10 blog posts our readers found most impactful over the past year.
Inflation is a top concern for consumers and advisors alike, and that’s why our team prioritized adding an inflation stress test to our product offering. Our advisor-led team understands the concerns of your retired clients and how the right financial planning software can make addressing them easier. Read on to see how we've updated our software to help you quickly and easily address client needs and demonstrate the value of your financial advice. Let's take a closer look at some recent software updates.
Helping clients navigate Social Security changes to optimize their claiming strategy gets more complex each year. And accuracy is essential when calculating the best time for your clients to retire with the most significant amount of Social Security income.
Which blog posts were the most popular in 2021? In 2021, you dedicated a lot of time to read up on the latest industry trends, expert insights, and best practices. We’re glad you’ve found the content helpful. Here’s a list of the ten blog posts that were most impactful to our readers over the past year.
A 2021 Recap and a Look Forward to 2022 The past year has been a busy one here at Covisum. Check out the video below for a closer look at changes, updates, and new releases over the past year and what you can expect to see from our team in 2022.
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: