Covisum is a financial tech company – we’re the creators of Social Security Timing, Tax Clarity, SmartRisk and Income InSight. We understand that being a financial advisor is hard, so we make it easier.
Our marketing resources help you attract new clients. Our software helps you optimize your clients’ retirement strategies and communicate the value of your advice. And our expert customer experience team supports you along the way, helping you continuously show your value to clients.
“My favorite feature is the visual map of the marginal/effective tax rates. After entering my client's data, I'm able to see how close we are to the next bracket. This allows me to make assumptions about possible tax loss harvesting, tax gain harvesting, ROTH conversion, strategic IRA withdrawals, etc.”
Adam S.
Tax Clarity Subscriber
“It's very easy. Shows all of the data and shows it in a way that the clients can understand.”
Nate L.
Social Security Timing Subscriber
“The report is clean and clear, visually appealing for client presentations. Another thing that I really like/appreciate is the customer service is outstanding. ”
Wendell B.
SmartRisk Subscriber
“Great to use with clients. Very helpful service team.”
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