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Covisum retirement income planning software helps advisors compare Social Security, tax, withdrawal and portfolio strategies. Try it free for 10 days.
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#4F5858
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Covisum provides retirement income planning software designed for financial advisors. Its integrated platform helps advisors show clients how Social Security, taxes, income withdrawals and portfolio risk can affect one another, supporting more coordinated retirement strategies. The software includes four specialized tools: Social Security Timing® for comparing benefit-claiming strategies; Tax Clarity® for examining retirement taxes and opportunities such as Roth conversions; Income InSight® for evaluating income sources, withdrawal decisions and plan scenarios; and SmartRisk™ for analyzing portfolio risk in the context of retirement income goals.
Advisors can use the tools individually or together, compare alternatives, review tradeoffs and present findings through client-ready reports and visuals. Covisum also offers expert support, training, educational and planning resources, and practice management and marketing materials intended to help advisors communicate their value and strengthen their businesses. The company says most reports can be run in about five minutes and that its tools have impacted more than one million lives. Advisors can try the software with a 10-day free trial.
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The Covisum name, logos and brand assets are trademarks of Covisum and its affiliates. Brandfetch isn't affiliated with or endorsed by Covisum. Their use is subject to Covisum's brand guidelines.
