Covisum
HQ Address
444 Regency Parkway Dr., Suite 201, Omaha, NE 68114, United States
Website Address
Business introduction
Better Retirement Income Planning
Software, Support, & Marketing Materials
Our advisor-led team has a deep understanding of how to create solutions that quickly and measurably demonstrate value to your prospects and clients.
We know that you want to help your clients find the best way to navigate retirement. But you’re busier than ever with client meetings, compliance, and marketing your practice to attract new prospects. You have a lot on your plate. No wonder you feel overburdened!
An advisor like you created Covisum, and we’ve helped thousands of other advisors streamline their retirement planning process. The Covisum software suite does the necessary calculations for you, so you can spend more time doing what you love most.
Covisum Solutions
SmartRisk
SmartRisk is the best solution for advisors to properly align their client’s risk tolerance with the actual risk in their portfolio. We believe a solid risk discussion is the central element of behavioral coaching, which multiple studies have quantified as delivering advisor alpha upwards of 1.5% annually. SmartRisk technology utilizes heavy-tailed risk models......
business needs
view solutionSocial Security Timing®
Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Patented technology and support team simplify Social Security for you and clients When you subscribe to Social Security Timing® software, you get......
business needs
view solutionTax Clarity
Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you......
