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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
DW
Duncan W.
07/15/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Very good

Intuitive and provides valuable data. good charts
Kenneth W.
KW
Kenneth W.
Owner / Fresh Air Financial
06/25/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Smart Risk makes it easy to do business with confidence.

The simplicity of the program and the speed at which you get answers.
WB
Wendell B.
06/25/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Valuable Tool...

The ease of use is great, basically ask the client two questions. It is easy to calculate in the program. The report is clean and clear, visually appealing for client presentations. Another thing that I really like/appreciate is the customer service is outstanding. Early on I had a few challenges with the program, called in and the helpful service was fantastic!

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