Covisum

Covisum is a financial technology company that creates retirement income planning software for financial advisors. 

We know that financial advisors want to help clients find the best way to navigate retirement, but many are busier than ever with client meetings, compliance, and marketing to attract new prospects. You have a lot on your plate. No wonder you feel overburdened!

A financial advisor created Covisum, and we’ve helped thousands of other advisors streamline their retirement planning process. The Covisum software suite does the necessary calculations for you, so you can spend more time doing what you love most. Our software helps you optimize your clients’ retirement strategies and communicate the value of your advice. Our marketing resources help you attract new clients. And our expert customer experience team supports you along the way, helping you continuously show your value to clients and grow. See how Covisum can make financial planning easier. 

*For advisor use only