Vendor
Covisum
Covisum provides software that empowers financial planners to create impactful retirement strategies, offering tools to understand tax-saving opportunities, optimize Social Security claiming, and evaluate portfolio risk.
Omaha, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Covisum
Covisum provides software that empowers financial planners to create impactful retirement strategies, offering tools to understand tax-saving opportunities, optimize Social Security claiming, and evaluate portfolio risk.
Capability matrix
| Capability | Covisum |
|---|---|
| Comprehensive Planning | ● |
| Social Security Analysis | ● |
Parent organization
Covisum
Founded
2015
Scale
1 sector presence