Covisum
Financial Planning
active
Omaha, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.4
(2 ratings)Active: 2Former: 0
Features
2.8
(3 ratings)Active: 3Former: 0
Reliability
4.4
(2 ratings)Active: 2Former: 0
Performance
2.9
(3 ratings)Active: 3Former: 0
Security
2.7
(3 ratings)Active: 3Former: 0
Value for Money
2.9
(3 ratings)Active: 3Former: 0
Customer Service
2.9
(3 ratings)Active: 3Former: 0
Ease of Use
2.9
(3 ratings)Active: 3Former: 0
Integrations
2.9
(3 ratings)Active: 3Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Covisum
Covisum provides financial advisors with software solutions for retirement planning, tax planning, and Social Security optimization.
Custom Pricing
$74-$222/momonthly billing
14-day free trial available
Categories
7GhVp3vvzZxWgW3hLnZj
Industry Focus
Financial Services
Key Features
Social Security optimization
Tax-efficient retirement planning
Client reports
Scenario analysis
Pros
Easy to use
Comprehensive tools
Excellent customer support
Cons
Limited integrations
High price for small firms