Covisum's mission is to improve lives through better decisions. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. That's why we create software and reports that visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.
Learn more about how we can support you and your business at one of our upcoming live
It's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning:
Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients. Join Marisa for a quick demonstration of the software. Learn more.
Covisum’s affiliate program is a great way to earn commissions on qualifying software sales. It’s easy to join, plus, our high conversion rates help you maximize your earnings.
Posted in Software Programs
Imagine showing a prospect how to harvest $11,000 IRA income with no tax. Or a client how to harvest $67,500 of capital gain with no tax. Our “Practical Uses for Tax Clarity” video shows how simple it is.
There's traditional financial planning... and there's Covisum financial planning.
Covisum offers more than just software. 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:
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.
PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.