Start Your Free Trial
Contact Us
12209_WEB_Covisum_free-trial-page-logos_SR-lt-blue-bg

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
Access to awesome support, industry expertise, and training
Free access to our "Risk in Retirement" on-demand webinar marketing kit (regularly $600)
12209_WEB_Covisum_free-trial-page-logos_TC-orange-bg

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
Free access to our "Taxes in Retirement" on-demand webinar marketing kit (regularly $600)
12209_WEB_Covisum_free-trial-page-logos_SST-green-bg

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 overall life expectancy combinations
Access to awesome support, industry expertise, and training
Free access to our "Social Security and Retirement Income" on-demand webinar marketing kit (regularly $600)
12209_WEB_Covisum_free-trial-page-logos_II-grey-bg

Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition.

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
Access to awesome support, industry expertise, and training
Free access to our "Making the Most of Your Retirement Income" on-demand webinar marketing kit (regularly $800)

Stay Connected

Access industry news, expert insights, best practices, free downloads and more.