FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum®, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed proprietary risk analytics at scale.
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“The needs of our clients are ever-evolving, and we are constantly searching for partners to help us better serve those needs,” said Joe Elsasser, CFP®, Founder and President of Covisum. “FinMason’s expansive universe of available securities and highly-scaled calculation environment make them an ideal partner for hosting our proprietary risk analytics.”
Covisum’s financial planning software suite includes Income InSight®, Tax Clarity®, Social Security Timing®, and SmartRisk™. With any combination of Covisum software, subscribers receive access to expert support, actionable client reports, and growth-oriented practice management and marketing…
