Social Security Timing Description
Social Security Timing®, Software to optimize your clients' Social Security claim strategy and increase their retirement assets. Reduce the complexity of Social Security. Social Security Timing can optimize your client's Social Security claiming strategy. You can see the exact year and month that the client should claim and the month, year, and amount that they will receive after passing the earnings test. Your retirement value can be increased by as much as $100,000 Social Security Timing Key. Features What's at stake Feature. This feature makes it easy to know the difference between a good and a bad decision. Clients can see how much Social Security you can help access. Break-even Chart. Find out which strategy gives you the best overall life expectancy combinations. Common Alternatives Create the four most common options for married couples automatically
Social Security Timing Alternatives
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Pepper
Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.
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TRAK
The Retirement Analysis Kit (TRAK), an innovative retirement software, has a proven track record in helping advisors motivate and engage people towards retirement readiness. Answer the most important questions that your clients have about retirement. Engage participants by providing personalized education that motivates them to take action. One-on-one retirement planning. Calculate pension benefits, survivor options and pension maximization. Illustrate 403 (b) and 457 plan savings strategies in a holistic retirement program. All-inclusive federal benefits calculations, including FERS, CSRS and CSRS offset. Also includes FEGLI integration, Federal long-term care, and TSP. TRAK allows you to work in the best interests of your clients by providing clear and transparent answers and analyses for common retirement plans. TRAK software is designed to help advisors motivate clients and engage participants in retirement planning.
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Jacobi
Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.
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Pricing
Pricing Starts At:
$49.99 per user per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Covisum
Year Founded:
2016
Headquarters:
United States
Website:
www.covisum.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
24/7 Live Support
Online
Social Security Timing Features and Options
Investment Management Software
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
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