IN THE NEWS | 6/22/17 5:05 PM | by Katie Godbout, Vice President of Sales & Marketing
There's traditional financial planning... and there's Covisum financial planning.
Covisum tools help advisors and their clients create a shared vision of the future. With our suite of financial planning tools, Social Security Timing®, Tax Clarity™, and SmartRisk™, financial advisors can take a multidimensional, holistic view of retirement for their clients. We enhance our software services by offering expert training and awesome support. And our community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise and centers of influence.
What can you expect from us?
You can subscribe to one or all, but together, our tools provide the big picture perspective that differentiates you from other advisors. With Covisum you can give your clients a clear view of retirement.
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