Evaluating Social Security planning, tax efficiency planning, risk management, or retirement transition planning solutions for your practice?
Review your options below with comparison of features:
Feature | Social Security Timing |
---|---|
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
![]() |
Ability to create alternate strategies |
![]() |
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
![]() |
Feature | Social Security Solutions |
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
![]() |
Ability to create alternate strategies |
![]() |
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$ |
No contract guarantee |
|
Feature | Social Security Analyzer |
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
|
Ability to create alternate strategies |
![]() |
Access to free expert support |
|
PDF branding |
|
Marketing materials |
|
Additional resources (help center, blogs, videos) |
|
Pricing |
$ |
No contract guarantee |
|
Feature | Maximize My Social Security |
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
|
Ability to create alternate strategies |
![]() |
Access to free expert support |
|
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$ |
No contract guarantee |
|
Feature | eMoney |
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
|
Ability to create alternate strategies |
![]() |
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | MoneyGuidePro |
Social Security strategy identification and comparison |
![]() |
Break-even chart to determine best strategy |
|
Ability to create alternate strategies |
![]() |
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
Feature | Social Security Timing |
Social Security Solutions |
Social Security Analyzer |
Maximize My Social Security |
eMoney |
MoneyGuidePro |
---|---|---|---|---|---|---|
Social Security strategy identification and comparison |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Break-even chart to determine best strategy |
![]() |
![]() |
||||
Ability to create alternate strategies |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Access to free expert support |
![]() |
![]() |
![]() |
![]() |
||
PDF branding |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Marketing materials |
![]() |
|||||
Additional resources (help center, blogs, videos) |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Pricing |
$$ | $ | $ | $ | $$$ | $$$ |
No contract guarantee |
![]() |
Feature | Tax Clarity |
---|---|
Tax Map to identify opportunities |
![]() |
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
![]() |
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
![]() |
Feature | Right Capital |
Tax Map to identify opportunities |
|
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
|
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | BNA |
Tax Map to identify opportunities |
|
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
![]() |
Access to free expert support |
![]() |
PDF branding |
|
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$ |
No contract guarantee |
|
Feature | LifeYield |
Tax Map to identify opportunities |
|
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
|
Access to free expert support |
![]() |
PDF branding |
|
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
|
Feature | eMoney |
Tax Map to identify opportunities |
|
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
|
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | MoneyGuide Pro |
Tax Map to identify opportunities |
|
Tax strategy comparison |
![]() |
Ability to calculate effective marginal tax rate |
|
Access to free expert support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
Feature | Tax Clarity |
Right Capital |
BNA |
LifeYield |
eMoney |
MoneyGuide Pro |
---|---|---|---|---|---|---|
Tax Map to identify opportunities |
![]() |
|||||
Tax strategy comparison |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Ability to calculate effective marginal tax rate |
![]() |
![]() |
||||
Access to free expert support |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
PDF branding |
![]() |
![]() |
![]() |
![]() |
||
Marketing materials |
![]() |
|||||
Additional resources (help center, blogs, videos) |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Pricing |
$$ | $$$ | $ | $$ | $$$ | $$ |
No contract guarantee |
![]() |
Feature | SmartRisk |
---|---|
Portfolio comparison |
![]() |
Single name concentration alerts |
![]() |
Household view of accounts |
![]() |
Heavy-tailed risk model |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
![]() |
Feature | Riskalyze |
Portfolio comparison |
![]() |
Single name concentration alerts |
|
Household view of accounts |
![]() |
Heavy-tailed risk model |
|
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$$ |
No contract guarantee |
|
Feature | Rixtrema |
Portfolio comparison |
![]() |
Single name concentration alerts |
|
Household view of accounts |
|
Heavy-tailed risk model |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | Hidden Levers |
Portfolio comparison |
![]() |
Single name concentration alerts |
|
Household view of accounts |
![]() |
Heavy-tailed risk model |
|
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$$ |
No contract guarantee |
|
Feature | eMoney |
Portfolio comparison |
![]() |
Single name concentration alerts |
|
Household view of accounts |
![]() |
Heavy-tailed risk model |
|
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | MoneyGuide Pro |
Portfolio comparison |
![]() |
Single name concentration alerts |
|
Household view of accounts |
![]() |
Heavy-tailed risk model |
|
Access to free support |
![]() |
PDF branding |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
Feature | SmartRisk |
Riskalyze |
Rixtrema |
Hidden Levers |
eMoney |
MoneyGuide Pro |
---|---|---|---|---|---|---|
Portfolio comparison |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Single name concentration alerts |
![]() |
|||||
Household view of accounts |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Heavy-tailed risk model |
![]() |
![]() |
||||
Access to free support |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
PDF branding |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Pricing |
$$ | $$$$ | $$$ | $$$$ | $$$ | $$$ |
No contract guarantee |
![]() |
Feature | Income InSight |
---|---|
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
![]() |
Stress tests |
![]() |
Incorporate insurance products |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
![]() |
Feature | Right Capital |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
![]() |
Stress tests |
|
Incorporate insurance products |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
|
Feature | Income Solver |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
![]() |
Stress tests |
![]() |
Incorporate insurance products |
|
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
|
Feature | RetireUp Pro |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
|
Stress tests |
|
Incorporate insurance products |
![]() |
Access to free support |
![]() |
PDF branding |
|
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
|
Feature | Income Conductor |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
|
Stress tests |
![]() |
Incorporate insurance products |
|
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
![]() |
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$$ |
No contract guarantee |
|
Feature | eMoney |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
|
Stress tests |
|
Incorporate insurance products |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$$ |
No contract guarantee |
|
Feature | MoneyGuide Pro |
Generate withdrawal strategies for clients |
![]() |
Automate Roth conversion strategies |
|
Stress tests |
![]() |
Incorporate insurance products |
![]() |
Access to free support |
![]() |
PDF branding |
![]() |
Marketing materials |
|
Additional resources (help center, blogs, videos) |
![]() |
Pricing |
$$ |
No contract guarantee |
Feature | Income InSight |
Right Capital |
Income Solver |
RetireUp Pro |
Income Conductor |
eMoney |
MoneyGuide Pro |
---|---|---|---|---|---|---|---|
Generate withdrawal strategies for clients |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Automate Roth conversion strategies |
![]() |
![]() |
![]() |
||||
Stress tests |
![]() |
![]() |
![]() |
![]() |
|||
Incorporate insurance products |
![]() |
![]() |
![]() |
![]() |
![]() |
||
Access to free support |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
PDF branding |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
|
Marketing materials |
![]() |
![]() |
|||||
Additional resources (help center, blogs, videos) |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
![]() |
Pricing |
$$ | $$ | $$ | $$ | $$$$ | $$$ | $$ |
No contract guarantee |
![]() |
Access industry news, expert insights, best practices, free downloads and more.
© 2010 – 2021 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy