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.
Read Research

About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Covisum: Comprehensive Retirement Income Planning Portal

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

NEXA Insights: Surveys to Improve Advisory Business

NEXA insights provides client experience surveys & analytics and enables RIAs to research client opinions, analyze responses, maximize client retention, build client loyalty and better position themselves among prospective clients.

WealthTech Weekly August 12, 2019

WealthTech Weekly August 12, 2019

Apex Clearing releases its inaugural Apex Millennial 100 report. Moody’s Analytics won Wholesale Modelling Software of the Year. DriveWealth partners Revolut. SPS Family will be deploying the XtivaCloud SPM platform. Envestnet is running…

When Salesforce Integration Becomes a Problem

When Salesforce Integration Becomes a Problem

B2B WealthTech software providers integrate with Salesforce to make their own platforms more attractive for existing and potential users. In today's article, we look through pitfalls in the Salesforce integration…

YCharts: Data Research Platform for the Modern Advisor

YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.

WealthTech Weekly August 5, 2019

WealthTech Weekly August 5, 2019

Chalice launches the Reg-BI Readiness Platform. AdvicePay launches a fee calculator. Northern Trust Asset Management acquires Belvedere Advisors. Moody’s acquired RiskFirst. Wealthsimple selected Xignite to power its Wealthsimple Trade app. Interactive Brokers joins Tradesocio’s liquidity…

IBM Cloud for Financial Services: Bringing the Best of FinTech to the Cloud

The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions to rapidly develop and share innovative applications, APIs, data and content on a secure, cloud platform to meet the unique business needs and challenges of banks, financial market institutions and insurance companies.

Robert Kirk

Founder & CEO of InterGen Data, Inc.

WealthTech Insights #69 with Robert Kirk. Use Cases for AI Data Analysis: Marketing and Early Warning of Life Events

With Robert Kirk, Founder & CEO of InterGen Data, we discuss whether AI can help advisors more accurately predict a life event and generate better marketing to drive more onboarding…

WealthTech Weekly July 29, 2019

WealthTech Weekly July 29, 2019

Betterment launched its own fee-free, high-yield savings account with one of the best rates on the market. Envestnet announces improvements to MoneyGuide's MyBlocks. Moody’s Analytics won the award for Best Reporting…

Brian McLaughlin

CEO of Redtail

WealthTech Insights #68 with Brian McLaughlin. Artificial Intelligence in Fintech – No Longer Just Hype

The AI revolution is coming in the form of machine-learning algorithms such as chatbots and smart data extrapolation, which can be used to analyze information and provide insights. Brian McLaughlin,…

GeoWealth: All-in-One Solution for RIAs

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.

WealthTech Weekly July 22, 2019

WealthTech Weekly July 22, 2019

DriveWealth launches WealthSeed, an alternative platform to traditional employer-sponsored plans. TradingScreen's EMS has been certified for integration with thinkFolio. Birch Grove Capital selected ClearStructure's Sentry PM as its portfolio management solution. Advisor Group introduced…