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Grow Your Financial Planning Practice in 2024

Covisum is your partner in conquering the hurdles of being a financial planner. Our cutting-edge software empowers you to create impactful retirement strategies for your clients while effectively conveying the true worth of your expertise. Additionally, our customer experience team is by your side every step of the way, offering support and guidance as you consistently showcase your value to clients and expand your business.

More than 1,000,000 lives impacted
Just 5  minutes to run most reports
Retirement planning 4 software solutions

Show the impact of the retirement income plans you create.

Income InSight® quickly and easily shows the impact of different decisions within a client's financial plan. Understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Show the impact of Roth conversions in seconds. Stress test entire strategies against a down market, inflation, an early death, a healthcare event and more. Use the software to show clients a clear view of their retirement and alternates to make better decisions about which income streams to use at which points in retirement.

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Income Insight - JUNE 25

Help clients understand tax-saving opportunities.

With Tax Clarity®, you can help clients visualize their tax landscape and quickly identify sub-optimal situations. Use the software to show clients how to make retirement decisions in the most tax-efficient way. Master the software to show the impact of Roth conversions and run multiple reports to demonstrate the tax landscape over time. Easily address challenging tax situations retirees may encounter in a market downturn.

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Tax Clarity - JUNE 25

Optimize Social Security claiming strategies and create value.

Your clients may think that claiming Social Security benefits as early as possible is the right choice. With Social Security Timing®, you can help optimize your clients’ Social Security claiming decision and increase their retirement value by up to $100,000. 

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Evaluate portfolio risk and avoid costly mistakes.

Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRiskTM, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. 

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Smart Risk - JUNE 25

With Covisum, you can count on expert support, actionable client reports, and growth-oriented practice management and marketing resources that align with your subscription to help you attract the right prospects, retain clients, and grow your business.

Expert Support
You get 24/7 access to our online knowledge base, plus free phone, email or chat support with your trial or paid subscription and we’ll help you with software or subject matter questions.
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Customer Success
We believe in building, developing and creating strong relationships through long-term support. Your customer success coach will advocate for you and strive to help you meet your goals.
Actionable Client Reports
Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add.
Growth Oriented
We provide practice management and marketing resources that align with your subscription.

Try, buy, and grow!

Covisum creates software and provides the support financial advisors need in order to provide better answers for retirees and pre-retirees. Start with selecting the right combination of tools fit for your business, then market your expertise with our resources to aid in growing your business.

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Created by an advisor, for advisors

Covisum’s founder is a practicing financial advisor and our top advisors say that they have become much more referable by using our tools consistently in every client meeting. One additional referral a year is well worth the time it takes to learn how to use the software. Our software helps you create a financial picture for your client's retirement. Make the financial planning process simpler and provide your clients with the right information to make the best financial decisions.

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