Covisum Financial Planning Software

Covisum provides a range of innovative software solutions tailored for financial advisors who assist clients in navigating retirement planning. The suite includes:

1. Income InSight®: This tool is focused on retirement income planning and allows advisors to devise comprehensive strategies for cash flow management, Roth conversion analysis, and incorporates various insurance products. It includes marketing materials to enhance client engagement and offers a 10-day free trial with subscription options priced at $119.99 per month or $1,400 annually.

2. Tax Clarity®: Aimed at improving tax-efficient planning, this software features a unique tax map for optimal withdrawal strategies and provides insights into effective marginal tax rates. Subscription fees are set at $79.99 per month or $899 annually, with a similar free trial period available.

3. Social Security Timing®: This application helps in optimizing Social Security claims, potentially increasing retirement income significantly. It incorporates comparison tools for various claiming strategies and is priced at $49.99 per month or $599 per year.

4. SmartRisk: Designed for managing portfolio risk, SmartRisk allows advisors to communicate effectively about market risks and client expectations. It is available for $49.99 per month, with a 10-day free trial option.

Covisum emphasizes user support and resource availability to ensure advisors can successfully utilize these tools to grow their practices.