Covisum® Software Pricing

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10272_WEB_Covisum_pricing-page-tool-prices_MONTHLY-SR

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
10272_WEB_Covisum_pricing-page-tool-prices_MONTHLY-SST

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
10272_WEB_Covisum_pricing-page-tool-prices_MONTHLY-II

Core features:

Roth conversion strategies
Cash flow analysis
Multi-year Tax Map
Stress tests
Incorporate insurance products
Deep integration with the full suite of Covisum tools
10272_WEB_Covisum_pricing-page-tool-prices_YEARLY-SR

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
10272_WEB_Covisum_pricing-page-tool-prices_YEARLY-SST

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
10272_WEB_Covisum_pricing-page-tool-prices_YEARLY-II

Core features:

Roth conversion strategies
Cash flow analysis
Multi-year Tax Map
Stress tests
Incorporate insurance products
Deep integration with the full suite of Covisum tools

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