Covisum is a leading provider of retirement income planning software and solutions for financial planners in Omaha, NE. Their cutting-edge software allows financial planners to create impactful retirement strategies for their clients, while effectively conveying their expertise and value. With a customer experience team by their side, Covisum empowers financial planners to consistently showcase their value to clients and expand their business.
With over 1,000,000 lives impacted and just 5 minutes to run most reports, Covisum's software solutions help financial planners show the impact of retirement income plans, understand key variables such as life expectancy and tax efficiency, optimize Social Security claiming strategies, and evaluate portfolio risk. With expert support, actionable client reports, and growth-oriented practice management and marketing resources, Covisum is dedicated to helping financial planners attract the right prospects, retain clients, and grow their business.
Generated from the website