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[…]

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[…]

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