Covisum Product Matchmaker Tool

By asking a few simple questions and comparing your responses to our most successful advisors, we're able to make strong recommendations that put you on a simple path to your next step—a no-strings-attached free trial.

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What statement best describes your role?

Single financial advisor/registered rep

Part of a firm with 5-25 advisors

Part of a large financial institution

Home office support team member

Home office decision-maker

Software developer

Which of the following best describes your business structure?

Insurance Brokerage

Registered Investment Advisor

Registered Representative or Broker-Dealer

CPA/EA or Attorney

How would you describe your organization’s growth plan?

Primarily focused on referrals

Currently investing in marketing

Planning to invest in marketing in the next six months

Focusing on expanding my services to my current book of business

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What percent of your prospects and clients are within 10 years of retirement?

Less than 10 percent

11-25 percent

25-50 percent

More than 50 percent

What is your most significant challenge at the current time?

Prospecting/reaching new customers

Marketing

Financial planning

Closing new prospects

Client communication

Office efficiencies for ongoing service and support

On a scale from 1-5, how systematic is your business?

1 I just do what needs to be done, when it needs to be done

2 A few core processes are systematized

3 Some core processes have been built into workflows

4 Most core processes have workflows in place

5 We have workflows in place for every business process.

Which client challenge are you most interested in addressing?

Knowing the best time to claim Social Security

Understanding tax-saving opportunities in retirement

Evaluating portfolio risk

Deciding which account to draw from, and when, to make the most of their retirement

Seeing a coordinated view of their household finances

Seeing the impact of different plan decisions on their retirement strategy

Planning for medical expenses in retirement

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Based on our team’s industry experience and analysis we’ve done on our most successful clients, we’re able to make strategic recommendations using the information you’ve provided.

The right Covisum product for you is:

Social Security Timing evaluates thousands of Social Security options including important considerations, such as the earnings test, coordination of spousal and widow benefits and the impact of hundreds of different life expectancy combinations, regularly unlocking additional benefits of up to $100,000 or more. Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

The right Covisum product for you is:

With Tax Clarity from Covisum, you can offer valuable guidance so your clients can make tax-efficient retirement decisions. Calculate your clients’ effective marginal rate, quickly identify sub-optimal situations and provide a compelling visual that helps clients easily understand the rationale for your recommendations.. You’ll be able to showcase your value to both clients and CPA partners while gaining insight into unseen opportunities to add dollars to a retirement plan. Many advisors begin using Tax Clarity in parallel with their core planning software.

The right Covisum product for you is:

SmartRisk can assist your clients who might be struggling to understand market risk or are blind to downside expectations. SmartRisk helps explain risk in an easy-to-understand manner for clients while marketing your expertise as a trusted advisor. Use SmartRisk to help save clients from making costly investment decisions.

The right Covisum product for you is:

Built specifically for firms dealing with mass-affluent and affluent client bases, Income InSight is ideal for planners like you, whose clients have individual needs and goals regarding their retirement planning. With Income InSight, you’ll gain access to Roth conversion strategies, cash flow analyses, stress tests and Tax Maps. Streamline your financial planning process and showcase your value as a trusted advisor.

The right Covisum product for you is:

Covisum has a full suite of products for financial professionals, including Social Security Timing, Income InSight, and SmartRisk.

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Which Covisum Product Is Right for You?

Which Covisum Product Is Right for You?

What statement best describes your role?

Which of the following best describes your business structure?

How would you describe your organization’s growth plan?

What percent of your prospects and clients are within 10 years of retirement?

What is your most significant challenge at the current time?

On a scale from 1-5, how systematic is your business?

Which client challenge are you most interested in addressing?

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

The right Covisum product for you is:

Covisum has a full suite of products for financial professionals, including Social Security Timing, Income InSight, and SmartRisk.