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Description
At ShareRoot, we focus on generating value for businesses by leveraging social media and digital technologies while ensuring that real-world evidence is utilized to responsibly advance life-enhancing technologies with proper consent. Our suite of digital platforms, artificial intelligence solutions, and specialized knowledge enables a tailored methodology for each client, equipping them to identify market opportunities, formulate effective market access strategies, and cultivate a data-rich landscape that facilitates audience engagement and activation. From crafting high-quality original content for social media to boosting e-commerce performance, developing engaging games and applications, and harnessing the immense potential of social media, the ShareRoot group offers comprehensive solutions for any digital hurdle. Additionally, we provide a robust platform for the legal acquisition and management of user-generated content and network ambassadors, further enhancing digital experiences through innovative strategies such as social walls, contests, and UGC integration on product pages. Our commitment to customizing our services ensures that every client can navigate the digital landscape effectively and with confidence.
Description
Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49.99 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ShareRoot
Founded
2013
Country
Australia
Website
www.shareroot.co
Vendor Details
Company Name
Covisum
Founded
2016
Country
United States
Website
www.covisum.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management