--- title: "Technology Tools for Today: Covisum Tools Make It Easy" description: "Covisum offers three highly-specific, surprisingly powerful programs: Social Security Timing, Tax Clarity and SmartRisk." image: https://www.covisum.com/hubfs/t3-logo-blog.jpg --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Technology Tools for Today: Covisum Tools Make It Easy [IN THE NEWS  |  ](https://www.covisum.com/blog/topic/in-the-news)11/1/18 7:49 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager) ![t3logo_blue](https://www.covisum.com/hs-fs/hubfs/t3logo_blue.png?width=500&name=t3logo_blue.png) ### Covisum tools make it easy to provide Social Security advice, model future tax situations and give more realistic estimates of downside portfolio risk Recently, Bob Veres spoke with Covisum Founder and President, Joe Elsasser, CFP®. Here's the recap published in [Technology Tools for Today](https://t3technologyhub.com/covisum-makes-it-easy-to-provide-social-security-advice-model-current-and-future-tax-situations-and-give-more-realistic-estimates-of-downside-portfolio-risk/). Why does Covisum focus on providing tools for financial advisors who specialize in pre-retirement and retirement planning? > “I wanted to focus most of my attention on the places where the client has to make a decision, where there will be a default decision made for you if no decision is made,” said Joe. “That led me to Social Security and tax planning, and I quickly discovered that there were not a lot of good tools addressing those aspects of a client’s life.” Here's what Bob Veres had to say about advisors who use Covisum software to highlight the best Social Security claiming strategy, a more tax-efficient plan, and better portfolio risk analysis for their clients: > "As asset management incrementally becomes commoditized, these tools help advisors add real value in the planning relationship. Covisum is a one-stop opportunity to fill what most of us never before realized are the gaping holes in traditional planning analytics."  You can read the blog post in its entirety [here](https://t3technologyhub.com/covisum-makes-it-easy-to-provide-social-security-advice-model-current-and-future-tax-situations-and-give-more-realistic-estimates-of-downside-portfolio-risk/).  ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Ftechnology-tools-for-today-covisum-tools-make-it-easy%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Ftechnology-tools-for-today-covisum-tools-make-it-easy%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Ftechnology-tools-for-today-covisum-tools-make-it-easy%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Ftechnology-tools-for-today-covisum-tools-make-it-easy%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Technology%20Tools%20for%20Today%3A%20Covisum%20Tools%20Make%20It%20Easy) ## Related Blog Articles [### In The News Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools Read ](https://www.covisum.com/blog/blog/covisum-acquires-prairie-smarts-risk-tools) [ ### In The News 2018 Tech Tools for Today Software Survey Read ](https://www.covisum.com/blog/2019-tech-tools-for-today-software-survey) [ ### Social Security Financial Advisor Tools to Calculate Taxable Social Security Benefits Read ](https://www.covisum.com/blog/financial-advisor-tools-to-calculate-taxable-social-security-benefits) [See All Articles](https://www.covisum.com/blog) ## Covisum’s ecosystem of solutions can help you grow. 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[Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Lauren Laferla, Director of Communications", "url" : "https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager" }, "dateModified" : "2020-11-02T14:44:10.183Z", "datePublished" : "2018-11-01T12:49:55.000Z", "headline" : "Technology Tools for Today: Covisum Tools Make It Easy", "image" : [ "https://www.covisum.com/hubfs/t3-logo-blog.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.covisum.com/blog/technology-tools-for-today-covisum-tools-make-it-easy", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png" }, "name" : "Covisum LLC" } } ```