Covisum
- 4 profiles
- 2 categories
All Products & Services
Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.
Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.
Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients
Planning software built with a clear understanding of how the strongest advisors grow their business.
Covisum Reviews
James J.
President/OwnerSmall-Business (50 or fewer emp.)I use this software daily.
Nigel V.
Managing Partner and PrincipalSmall-Business (50 or fewer emp.)Simple, quick, motivating
Brad W.
Advisor and PresidentSmall-Business (50 or fewer emp.)Essential Tool for My Advisory Business
About
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.