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Covisum

Show rating breakdown
26 reviews
  • 4 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2016

Profile Name

Star Rating

20
5
1
0
0

Covisum Reviews

Review Filters
Profile Name
Star Rating
20
5
1
0
0
EW
Edward W.
08/26/2022
Validated Reviewer
Verified Current User
Review source: Organic

Social Security Timing

The support that you get when you have a technical question
WB
Wendell B.
08/24/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great Program

Tax Clarity helps me present a client's tax circumstance clearly and understandably. It provides them with the information necessary to help them make financial decisions to their benefit.
JD
Jody D.
07/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Adding Value

Being able to talk about the benefits of a Roth conversion and then to use Tax Clarity to identify the proper dollar amount to convert is very powerful.

About

Contact

HQ Location:
Omaha, Nebraska

Social

@Covisum

What is Covisum?

Covisum is a financial technology company specializing in software solutions and tools designed to aid financial advisors in retirement income planning. Their platform offers innovative resources for tax-efficient retirement planning, Social Security optimization, and portfolio analysis. Financial professionals use Covisum's tools to deliver actionable insights and enhance client engagement. Covisum's product suite includes features that help advisors create comprehensive strategies for maximizing client outcomes, focusing on key aspects like lifetime income and tax efficiency.

Details

Year Founded
2016