Covisum Releases New Retirement Planning Platform, Income InSight
Summary
Today, Covisum® launched Income InSight™, a new deeply-integrated platform that quickly and easily shows the impact of different decisions within a client’s financial plan. Income InSight deeply integrates with Covisum’s other tools: Social Security Timing®, Tax Clarity®, and SmartRisk™, to provide clients with a clear vision of their retirement. Historically, advisors used integrations between multiple tools in an attempt to answer major client questions, like: “Income InSight is designed to save advisors time, without sacrificing quality, and provide them with a seamless experience,” said Joe Elsasser, CFP®, President and Founder of Covisum. Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better decisions.