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. Covisum believes 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. Read more about Grow your business through The Covisum Process[…]

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 Read more about Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools[…]

Will adjusted gross income continue to be important in a Trump tax world?

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients? Let’s start with this example. What if there was no tax reform? Read more about Will adjusted gross income continue to be important in a Trump tax world?[…]

Advisor Perspectives Article

New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts. Here’s an excerpt: With Smart Risk, you can import a client’s portfolio holdings from Orion, Redtail or a spreadsheet, and the software will calculate your “downside expectation” Read more about Advisor Perspectives Article[…]

Meet Francine, our newest developer

Covisum helps you stay competitive by hiring the best. Meet our latest addition to the team, Francine Covisum has financial savvy and the technology to back it up. How do we do it? We’re staying ahead of the curve and adding to our development team. Francine Wolfe joined our team in early 2017. She’s a master of Read more about Meet Francine, our newest developer[…]

The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master’s Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning. Prior to his financial planning career, after graduating from the Air Force Academy, he spent 10 and a half years as Read more about The Arrow Group member feature: Jeremy Armagost[…]

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. OMAHA, Neb. (Feb. 21, 2017) – Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts’ advanced risk management platform for financial services professionals has been acquired Read more about Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools[…]

We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets. Prior to joining Covisum, Ron co-founded PrairieSmarts, a software business created to Read more about We’re adding portfolio risk to our expertise[…]

Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how Read more about Calculator figures how much social security benefit is taxable[…]

Marketing strategy for financial advisors

How should financial advisors market their services? Four steps to achieve success Katie Godbout,  Covisum Marketing Strategist Getting in front of new clients to grow your business can be a challenge in any industry, but it is especially true in retirement planning. So, how can you successfully grow your business? I suggest starting with a solid Read more about Marketing strategy for financial advisors[…]

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