External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Social Security, tax, and risk planning software helping advisors optimize retirement income decisions.
Description
Covisum provides Social Security claiming, tax, and risk analysis software for financial advisors, helping them model claiming strategies and retirement income decisions through tools like Social Security Timing and Tax Clarity.
Integrations
Covisum has 1 integrations in our directory
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- Redtail Level 3
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APIs and Security
Security checks
None
Public APIs
No
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
