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Covisum

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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
Robert T.
RT
Robert T.
Managing Director at Coeus Financial
02/15/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great visual software

Easy to input data and very good visual illustrations that clients can understand. I really like the ability to compare scenarios.
Chad  W.
CW
Chad W.
LPL Registered Principal at LPL Financial
02/15/2022
Validated Reviewer
Review source: Organic

Taxes Matter even in Retirement

Easy way to show clients and prospects clear tax inefficiency's and help them visualize how we can help their tax situation. Prospects realize pretty quickly that they can't do this kind of planning without us and our tools.
Verified User in Financial Services
UF
Verified User in Financial Services
08/24/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Covisum Social Security Timing

It's very easy. Shows all of the data and shows it in a way that the clients can understand.

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
Website
covisum.com