Software solutions helping financial advisors grow

11883 Covisum Process Update -JUNE 2019

Try, buy, and grow!
Try the software for free and see the value. Subscribe and unlock branding capabilities and gain access to marketing materials. Tailor your tech stack and add a growth engine! No contract required.  

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.

Stack these tools together to provide the big picture perspective that differentiates you from other advisors.

7904_WEB_Covisum_favicons_IIIncome InSight®

Your clients might not realize that each decision made about their retirement plan can impact other areas. Use Income InSight to understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. This comprehensive alternative to other programs will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process.  Plus, with your subscription, you get an entire support team to help you answer subject matter and software questions.

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Tax Clarity®

Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions. 
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Social Security Timing®

Your clients may think that taking Social Security as early as possible is the right choice. With Social Security Timing, you can help optimize their strategy and increase their retirement value by up to $100,000. Additionally, when you subscribe to the software you get an entire support team to help you answer Social Security and software questions.

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Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

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You can subscribe to one, all — or any combination of the tools.



Subscribers say:

"Covisum has developed state-of-the-art software, including Tax Clarity®, to better assist your client's retirement needs. They bring a very high level of value to my firm."

"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."

“With Social Security Timing®, I’m seeing people interested in retirement planning, not just another portfolio review.”

“I want to thank you for your superb help, advice and counsel on the phone today! Your knowledge and expertise made me feel that Covisum is the ONLY company I will need to partner with, for my Social Security software and training needs. Your patience in answering all of my questions, so articulately, was impressive. You are a PRO.”

"Covisum’s trilogy of tools (SmartRisk, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients. "

About Covisum

“Co” means joint or shared, and “visum” means vision

We help advisors and their clients create a shared vision of the future.

Our first product was Social Security Timing, which launched in 2011 and received the first patent among Social Security claiming software companies...

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