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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
Verified User in Financial Services
UF
Verified User in Financial Services
07/15/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great software and very good phone support!

Easy to use the software does a great job and the support line is always helpful
PN
Patrick N.
03/16/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Long Time User

What I like best is that SST is ALWAYS correct, without fail!
AS
Art S.
11/27/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

clients love it!

Easy to use. it takes into account all the tax ramifications, such as social security taxation

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