The deeply-integrated fintech solution you've been looking for has arrived: Income InSight™. The new retirement planning platform quickly and easily shows the impact of different decisions within a client’s financial plan.
Historically, advisors used integrations between multiple tools in an attempt to answer major client questions, like:
- When should I claim Social Security?
- Which accounts do I use at which points in retirement?
- Do Roth conversions make sense? If so, how much?
- What’s the impact of a significant market decline?
Advisors are recognizing that loose integrations cost them time and money when clients identify inconsistencies.
“Income InSight is designed to save advisors time, without sacrificing quality, and provide them with a seamless experience,” said Joe Elsasser, CFP®, President and Founder of Covisum. “The software recognizes how the most successful financial advisors grow their practices by focusing on one core client question and using the results to move the client into a broader financial planning process.”
Covisum’s newest tool resolves conflicts commonly seen between loosely-integrated planning tools. Income InSight deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement.
The software also accounts for the effect of environmental impacts on a financial plan, such as health issues or a significant down market.
Income InSight will help financial advisors identify and project how expenses, income streams, accounts, investments, and insurance could be used throughout the client’s lifetime to supply the after-tax retirement lifestyle they desire.
When you subscribe to Covisum software, you get an entire support team to help you answer subject matter and software questions.
Start a free trial of Income InSight.
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