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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
Adam T.
AT
Adam T.
11/13/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Tax Clarity has been amazing

I use tax clarity everyday, multiple times per day when I meet with clients. it helps so much for providing advice and allowing me to look as professional as I possibly can
AS
Adam S.
11/12/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Huge fan of Tax Clarity

My favorite feature is the visual map of the marginal/effective tax rates. After entering my client's data, I'm able to see how close we are to the next bracket. This allows me to make assumptions about possible tax loss harvesting, tax gain harvesting, ROTH conversion, strategic IRA withdrawals, etc.
Verified User in Financial Services
UF
Verified User in Financial Services
11/12/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Great software . very user friendly!

Graphs and illustrations easy to use.works really well

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