Covisum® Software Pricing

You must have login credentials to buy Covisum software.

Sign up for a free trial of any of our three products to secure your login information.

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Strengthen your value to clients by showing ways to make even smarter decisions about when to realize income or gain with Tax Clarity®.

Core features:

  • Instantly calculates the effective marginal tax rate
  • Compare alternate tax distribution strategies
  • Unique Tax Map to identify tax opportunities
  • Gain insight into unseen opportunities to add dollars to a retirement plan
  • Access to awesome support, industry expertise, and training
  • Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter
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A subscription to Social Security Timing® gives you access to our industry-leading, patented software and our team of Social Security experts.

Core features:

  • Quick, accurate, easy Social Security strategy identification and comparison
  • View alternate Social Security strategies
  • Break-even chart to see which strategy produces the best result over all life expectancy combinations
  • Client-facing seminar
  • Marketing tools, including a client-facing seminar, brochure, and direct mailer example
  • Access to awesome support, industry expertise, and training
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SmartRisk technology utilizes heavy-tailed risk models and a unique asset interaction report that ensures you have the best insights available.

Core features:

  • Portfolio comparison
  • Single name concentration alerts
  • Household views of accounts
  • Explain risk to clients in terms they can understand – dollars
  • Set proper downside expectations
  • Marketing tools, including a client-facing seminar, brochure, and direct mailer example

After you’ve submitted the free trial form:

  1. Log into your account.
  2. Click on the buy now button.
  3. Select monthly or annual, enter your credit card information, and click save.
  4. Click place order.

Choose the subscription that’s right for you or select multiple tools and add additional value to your clients’ financial plans.