2120 S 72nd St, STE. 1000, Omaha, NE 68124, United States
We're passionate about improving lives through better retirement decisions
Financial advice is changing. The Department of Labor Fiduciary Rule represents a solid step towards requiring that people who deliver advice and/or product must do so in a way that actually benefits clients, must be able to quantify the value delivered, and have a reasonable basis for demonstrating that value is commensurate with the fees charged for the engagement. Inevitably, this environment creates two paths for advisors: either participate in a race to the bottom, maintaining current service levels while cutting fees, or increase the value delivered and identify ways to track and quantify that value. Much of the industry will be involved in a race to the bottom, but there will be significant opportunity for those who choose the latter path. Vanguard calls the value that is delivered through an advisory relationship “Advisor Alpha;” Morningstar calls it “Gamma.”
Covisum is a financial tech company that finds significant gaps in financial understanding and then builds software solutions that help advisors and financial institutions grow by delivering value to their clients.
SmartRisk is the best solution for advisors to properly align their client’s risk tolerance with the actual risk in their portfolio. We believe a solid risk discussion is the central element of behavioral coaching, which multiple studies have quantified as delivering advisor alpha upwards of 1.5% annually. SmartRisk technology utilizes heavy-tailed risk models......
Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Patented technology and support team simplify Social Security for you and clients When you subscribe to Social Security Timing® software, you get......
Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you......