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About

Social Security Timing® Software to help you optimize your clients’ Social Security claiming strategy and increase their retirement value. Streamline the Complexities of Social Security. With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. Social Security Timing Key. Features. What’s at Stake Feature. This feature makes the difference between a good decision and a better decision obvious. Clients can clearly see the amount of Social Security you can help them access. Break-even Chart. See which strategy produces the best result overall life expectancy combinations. Common Alternatives. Automatically create the four most common alternatives for married couples.

About

We support our clients to make better decisions with Stakeholder Intelligence. We analyse millions of alternative data, including media, regulator, investor, government, public and NGO sources to help our clients better understand and connect with their Stakeholders. We combine AI technology with sector analysts to provide a fully integrated intelligence solution to public companies covering their ESG, risk, reputation and media profiles. From noise to Stakeholder Intelligence. With millions of pieces of publicly available media content and vast amounts of internal business intelligence, there has never been a better opportunity to understand what key stakeholders think, feel and expect, and to use this intelligence to make better informed decisions to drive economic and social value. But making sense of what stakeholders think or do can be complex and challenging. By combining machine learning and AI technology with sector analyst expertise alva removes this complexity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors looking for a software that optimizes a client's social security claiming strategy

Audience

Public companies looking for an AI technology sector analysis integrated intelligence solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49.99 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Covisum
Founded: 2016
United States
www.covisum.com

Company Information

alva
Founded: 2010
United Kingdom
www.alva-group.com/about-us/

Alternatives

TRAK

TRAK

RetireReady

Alternatives

NaviPlan

NaviPlan

Advicent
Synoptos

Synoptos

IgniteTech

Categories

Categories

Investment Management Features

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

Integrations

No info available.

Integrations

No info available.
Claim Social Security Timing and update features and information
Claim Social Security Timing and update features and information
Claim alva and update features and information
Claim alva and update features and information