2018 Tech Tools for Today Software Survey

 
 
If you're a subscriber to Social Security Timing ®, Tax Clarity ®, or SmartRisk TM, we would love to hear your feelings about the software.  Recently, Bob Veres and Joel Bruckenstein created a survey of all of the software programs in the financial planning space. We would really appreciate it if you would consider completing the survey. 
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Posted in Tax Clarity, SmartRisk, Social Security Timing, Software Programs, FinTech, Technology, Tech

Join us for a live demonstration of Tax Clarity

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

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Posted in New Tax Law, Tax Law, Features, Grow your business, Advisor, Clients, Financial Planning, Demo, Webinar, Support, Training, Tax Reform, Tax Map, Tax Clarity, Tax, Software Programs

Covisum's president, Joe Elsasser, CFP®, featured in Financial Planning

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:

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Posted in Software Programs, Financial Planning, Technology, Tech, FinTech, Joe Elsasser, Referals

SmartRisk Tutorial  

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. 

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Posted in SmartRisk, portfolio risk, Software Programs, Asset interaction, Drawdown analysis, Risk, video

Affilliate Program

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.

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Posted in Software Programs

Follow the Tax Map to find clients nontaxable income

Posted on July 26, 2017

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.

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Posted in Tax Clarity, Tax Map, Tax, Software Programs, video

Covisum Financial Planning

Posted on June 22, 2017

There's traditional financial planning... and there's Covisum financial planning. 

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Posted in Tax Clarity, Social Security Timing, SmartRisk, Software Programs, Training, Support, video

Grow your business through The Covisum Process

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:

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Posted in Blog, Covisum Team, Marketing Strategies, Software Programs

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.

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Posted in Acquisition, Blog, Covisum Team, In The News, Risk, SmartRisk, Software Programs

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.

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Posted in Acquisition, Blog, In The News, Press Release, Risk, Software Programs