Start Your Free Trial
Contact Us
Covisum_colorR

 

Being a financial advisor is hard. Our marketing resources help you attract new clients. Our software helps you optimize your clients’ retirement strategies and communicate the value of your advice. And our expert customer experience team supports you along the way, helping you continuously show your value to clients and grow.

SST logo
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."
More Capterra Reviews
Tax-Clarity-logo_DEFAULT
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."
Read G2 Reviews
LOGO_SmartRisk_DIGITAL_SECONDARY-Full-Color_
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!"
More G2 Reviews
8175_LOGO_Covisum_Income-InSight_VERTICAL
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."
Read More at Capterra
Tax-Clarity-logo_DEFAULT
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."
All Capterra Reviews
SST logo
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."
More G2 Reviews
LOGO_SmartRisk_DIGITAL_SECONDARY-Full-Color_
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."
More Capterra Reviews

Stay Connected

Access industry news, expert insights, best practices, free downloads and more.

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
Contact Us

© 2010 – 2024 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