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[…]

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[…]

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[…]

Workshops, presentations & networking for The Arrow Group Advisors

Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution. Members of The Arrow Group also Read more about Workshops, presentations & networking for The Arrow Group Advisors[…]

New beginnings

We’re looking forward to a new year in a new space! As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, Read more about New beginnings[…]

Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team. She has a history of making an impact and achieving big goals, bringing experience in strategy development, marketing, communication and management to our growing Read more about Our team is growing[…]

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