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Covisum: Comprehensive Retirement Income Planning Portal

Research and Analysis
15 August 2019

Covisum's software enables RIAs to see the impact of different decisions within a client's financial plan. The solution is based on strong analytics and is on a par with niche solutions. Joe Elsasser, CFP®, President and Founder of Covisum, shared details about the company.
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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

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Covisum: Comprehensive Retirement Income Planning Portal

Covisum provides financial advisors with software, training and support to deliver retirement income plans.

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