Covisum is a company that specializes in providing software and services for financial advisors, focusing on retirement planning and related financial services.
Individual Subscriptions
Improve Your Retirement Income Planning with Covisum's Tools: Income InSight, Tax Clarity, Social Security Timing, or SmartRisk
Income InSight is $119.99 /month OR $1,400/year
Tax Clarity is $79.99/month OR $899 /year
Social Security Timing is $49.99/month OR $599/year
SmartRisk is $49.99/month OR $599/year
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Bundles
Packaged Solutions for Roth Conversions and Income Withdrawal Strategies, Tax-Efficient Retirement Income Planning and Social Security Optimization, or Retirement Income Planning.
Essential Add-On is $130/month OR $1500/year
Roth Conversion & Income Withdrawal Strategies is $200/month OR $2299/year
Retirement Income Planning Stack is $249/month OR $2898/year
Covisum Suite is $300/user/month OR $2800/year
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Covisum Suite
Maximize Retirement Income Planning Success with Covisum's Comprehensive Solutions for Financial Advisors.
Covisum Suite is $300/user/month OR
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Enterprise Solutions
Tailored Solutions for Optimal Retirement Income Planning for Enterprises and Large Groups. APIs Available for Custom Development.
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If you have questions about group or enterprise sales, please contact sales@covisum.com