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IT Product Company

Covisum

A suite of retirement income planning tools for financial advisors covering Social Security, tax and withdrawal decisions

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  • Founded 2016
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About Covisum

Covisum, based in the United States, provides retirement income planning software for financial advisors, built on the view that decisions on Social Security, taxes, account withdrawals and portfolio risk are linked rather than separate choices.

What Covisum offers

  • Social Security Timing — compares claiming strategies and shows the effect on lifetime benefits.
  • Tax Clarity — lets advisors visualise a client's tax position, model Roth conversions and run reports over time.
  • Income InSight — coordinates retirement income and withdrawal strategies.
  • Portfolio risk tool — connects a client's portfolio risk to their retirement income plan.
  • Advisor support — a customer experience team helps advisors demonstrate the tools' value to clients.

Who it works with

Covisum's tools are built for financial advisors working on retirement income planning with their clients.

Key facts

  • Based in: United States

Profile written by TrustList from the business's own published information, Sep 2026.

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