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Advising clients on retirement isn’t simple. That’s why we give you more than just software, we give you a full support system. With marketing resources to attract new prospects, powerful tools to optimize strategies, and a dedicated team ready to help, you’ll always have what you need to demonstrate your value and keep growing.

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Patrick, Senior Wealth Manager
"SST User for 10+ Years"
"The product is ALWAYS, ALWAYS, ALWAYS 100% accurate. Even when you think the software "goofed", their customer service team can provide fast and reliable answers that fully explain why the questioned output is correct. They understand ALL the pertinent rules and apply them correctly."
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Adam, Small Business Owner
"Huge fan of Tax Clarity"
"My favorite feature is the visual map of the marginal/effective tax rates. After entering my client's data, I'm able to see how close we are to the next bracket. This allows me to make assumptions about possible tax loss harvesting, tax gain harvesting, ROTH conversion, strategic IRA withdrawals, etc."
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Wendell, Small-Business Owner
"Valuable Tool..."
"The ease of use is great, basically ask the client two questions. It is easy to calculate in the program. The report is clean and clear, visually appealing for client presentations. Another thing that I really like/appreciate is the customer service is outstanding. Early on I had a few challenges with the program, called in and the helpful service was fantastic!"
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Richard, Financial Advisor
"A valuable asset for my practice"
"This software helps me illustrate to my clients the impact of making a change to their current taxable income can benefit them long term. In other words, if we begin paying more taxes today, due to Roth conversions, you will end up paying less taxes over your lifetime."
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Jack, CEO
"Reliable Results"
"The tax clarity software helps me determine my client's effective tax rate. Both the overall rate and the marginal rate. The marginal rate is useful as you help clients convert traditional IRAs into Roth IRAs. Without a tool like tax clarity you would be fumbling around in the dark. Client's CPAs are surprised that the financial advisor is accurately assisting the client understand their taxes."
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Harry, Independent Advisor
"Invaluable Service"
"It's both flexible and versatile. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how and when to time our SS filings in order to maximize our combined lifetime benefits."
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Linda, Advisor
"What I think of Smart Risk"
"Overall, my experience has been positive because it helps me show how I can benefit my clients by comparing the portfolios we offer compared to where they are at now. It engages my clients, and helps them understand the potential risks involved with their portfolios. It also explains diversification."
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© 2010 – 2025 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy