Covisum
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Nebraska, United States · 11-50 Employees
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Overview
Headquarters
444 Regency Parkway Dr Ste 201, Omaha, N...Phone Number
(877) 844-7213Website
www.covisum.comRevenue
<$5 MillionIndustry
About Covisum
Covisum provides software solutions, including Social Security Timing, designed to help financial advisors optimize their clients' Social Security claiming strategies and enhance retirement value. Their tools enable advisors to demonstrate the financial impact of various claiming strategies, potentially increasing clients' retirement benefits by up to $100,000. Covisum's offerings include tax planning, retirement income planning, and portfolio risk analysis, catering primarily to financial advisors and institutions. The company emphasizes expert support and marketing resources to assist advisors in effectively utilizing their software.Explore more
Covisum Org Chart
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Frequently Asked Questions Regarding Covisum
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Covisum provides software solutions, including Social Security Timing, designed to help financial advisors optimize their clients' Social Security claiming strategies and enhance retirement value. Their tools enable advisors to demonstrate the financial impact of various claiming strategies, potentially increasing clients' retirement benefits by up... Read More
