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    Practice Management

    A Robust Software Suite to Round Out 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. 
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    software

    3 Things Your Financial Planning Tech Stack Should Do

    A technology stack, or tech stack, refers to any tools, apps, platforms, and software used by a financial planning practice to oversee its daily operations, performance, and more. 
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    software

    Yearly Recap and A Sneak Peek at What's in Store for 2022

    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.
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    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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    software

    Covisum Awarded ISO 27001 Certification

    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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