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We’ve launched the new Covisum Suite—a unified experience designed to help you deliver even more value in your client conversations, more cleanly. The redesigned Social Security Timing® and Tax Clarity® tools feature streamlined workflows, enhanced reports, and easier access to SmartRisk™ and Income InSight®.

NOTE: If you haven't tried the Suite yet, login to Legacy Portal and click the "Try the new versions" button. Once you're registered for the Suite, we recommend you login to that experience going forward.

See what our Suite beta users had to say.

I really liked the clarity of the comparison. I was able to show a client the impact of purchasing a home versus renting and having to pay taxes on the short-term income. It was really eye opening.

Carolyn T.

I like the changes made to include more specific fields from the tax return, a marginal rate calculator for estimating conversions, and the scenario comparison feature are all fantastic!

Brandon W.

I love having all the information on the first page. Easier to navigate.

Peggy F.

I like the ease of modifying a current client's Social Security Analysis and updating it to help an investment customer elect her ideal SS retirement date to start her SS benefits.

Lori M.

Love the new layout and pdf report. Much more clear and concise.

Susan M.

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