Covisum Social Security Timing Pricing Overview

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Free Trial

Monthly

$49.99

per month/per advisor

Includes all core features!

Optimize Social Security Benefits Strategy

Quick, accurate, easy Social Security strategy identification and comparison

View alternate Social Security strategies

Break-even chart to see which strategy produces the best result over all life expectancy combinations

Client-facing seminar

Marketing tools, including a client-facing seminar, brochure, and direct mailer example

Access to awesome support, industry expertise, and training

Yearly

$899

per year/per advisor

Includes all core features!

Optimize Social Security Benefits Strategy

Quick, accurate, easy Social Security strategy identification and comparison

View alternate Social Security strategies

Break-even chart to see which strategy produces the best result over all life expectancy combinations

Client-facing seminar

Marketing tools, including a client-facing seminar, brochure, and direct mailer example

Access to awesome support, industry expertise, and training

Top-Rated Alternatives

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Covisum Social Security Timing Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance Software

Zocks Essentials	Starting at $67.001 User Per Month	Capture notes without recordings & free up time to focus on clients Meeting preparation AI Note-taking CRM integration Financial planning integration Portfolio management integration Pre-meeting and follow-up emails Unlimited meetings Pricing is per user/month billed annually Show More
Capitaliz Capitaliz Subscription	$99.001 Capitaliz Subscription Per Month	Ongoing subscription to manage company and implement the recommendations from the Business Insights Report Guided fastrack onboarding
Safeguard Capital Premium Tier	Contact Us4 Premium Tier Per Year	Monthly Price: $350-500/mo and Yearly Price: $4,200 - $6,000 $300,000 or more, ideal for high-net-worth or institutional clients with significant exposure across markets. Comprehensive account breach protection across all managed accounts Smart contract and wallet protection for larger crypto exposures Extensive cyber risk management services, including regular security audits and 24/7 monitoring Legal and professional support for complex recovery claims Multi-market coverage, including U.S. stocks, forex, commodities, and large crypto portfolios. Show More

Various alternatives pricing & plans

Free Trial

Pricing information for the above various Covisum Social Security Timing alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.