Covisum
Social Security optimization + tax-efficient retirement income planning.
Overview
Social Security optimization and retirement income planning tools. Includes Tax Clarity for tax-efficient withdrawal strategies and SmartRisk for risk assessment.
Key Features
- SS claiming optimization
- Tax-efficient withdrawals
- Medicare planning
- Risk tolerance assessment
- Client presentations
- Multi-scenario comparison
Integrations
eMoneyMoneyGuideProRightCapitalOrionRedtail
Details
- Platforms
- Web
- Target Users
- Retirement Planners, RIAs, Fee-Only Advisors, Insurance Agents
- Pricing Model
- Subscription
- Starting Price
- USD 79/mo
- Full Pricing Details
- From $79/mo per advisor