Social Security Timing®

March 20, 2020
Published by T3NewsADM at March 20, 2020
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Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with Covisum®, a financial technology company […]
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February 17, 2020
Published by T3NewsADM at February 17, 2020
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Covisum Now Offering Practice Management Resources for Financial Advisors

Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announced a new offering – […]
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January 29, 2019
Published by T3NewsADM at January 29, 2019
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Covisum Releases New Retirement Planning Platform, Income InSight

Today, Covisum launched Income InSightTM, a new fully-integrated platform that quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest […]
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October 29, 2018
Published by Bob Veres at October 29, 2018
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Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
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February 5, 2018
Published by T3NewsADM at February 5, 2018
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Covisum’s Tax Clarity™ Software Helps Advisors Distinguish Taxable Income for Clients, New White Paper Identifies Three Biggest Hurdles Advisors Face when Talking Taxes

Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
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