Covisum

Covisum® is a growing financial tech company. We find significant gaps in financial understanding and build software solutions to help advisors and financial institutions grow and improve lives through better retirement decisions. With our proven process, advisors are able to streamline their practices, offer actionable insights and utilize successful marketing tactics. Covisum powers some of the nation’s largest financial planning institutions and serves more than 20,000 financial advisors.

Free White Paper: The Extinction of the Nest Egg
How Successful Advisors Are Adopting a Carton Approach
Historically, a sum of money saved for the future was described as a “nest egg.” However, many Americans actually have multiple options for saving for retirement. So, instead of the single nest egg, many people actually have a carton of retirement income options.  

Learn how the current tax system, Social Security rules and other factors interact to either cost or save clients' money, how you can identify and tackle these issues simply, and how you can communicate these complexities to clients in a clear way that differentiates you from the competition.