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In The News

ThinkAdvisor: 4 Things Your Financial Planning Software Should Do

With so many options on the market, it can be difficult to determine which financial planning technology is worth investing in and which options to skip. In this recent ThinkAdvisor article, Joe Elsasser, CFP®, offers financial advisors tips for choosing the right software for their financial planning practice.
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In The News

Press Release: Covisum Awarded ISO/IECC 27001 Certification

OMAHA, Neb. –Today Covisum announces that the company has achieved ISO 27001:2013 certification. ISO/IEC 27001 is an internationally recognized management system for controlling information security and governance risk. Certification is achieved through an external accredited certification body following extensive audits of practices, policies, and procedures.
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In The News

Press Release: Covisum Benefit Cut Calculators Updated to Account for Changes Outlined in Latest Social Security Trustees Report

OMAHA, Neb. –Today, Covisum® announces updates to their Social Security benefit cut calculators. Covisum launched a benefit cut calculator in Social Security Timing® and added a benefit cut stress test to Income InSight® in April. Following the release of the 2021 OASDI Trustees Report in August, Covisum released updates to the calculators to default to the estimations outlined in the report.
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