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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
Harry K.
HK
Harry K.
Independent Advisor at Kneifel & Associates
07/16/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Invaluable Service

It's both flexible and versital. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how and when to time our SS filings in order to maximize our combined lifetime benefits.
MJ
Martin J.
07/15/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

We use it daily

Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding.
Verified User in Financial Services
UF
Verified User in Financial Services
07/15/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Good for what it does

The analysis is worthwhile and the layout is easy to understand and explain

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