Social Security TimingCovisum
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eFronteFront, a part of BlackRock
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Related Products
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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.
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About
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial advisors looking for a software that optimizes a client's social security claiming strategy
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Audience
Financial companies and anyone looking for a solution to manage credit processes
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49.99 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationCovisum
Founded: 2016
United States
www.covisum.com
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Company InformationeFront, a part of BlackRock
Founded: 1999
France
www.efront.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Supported
For Investors & Traders
Not Supported
Fund Management
Not Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Supported
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Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Supported
Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Operational Risk Management
Not Supported
Portfolio Management
Supported
Portfolio Modeling
Not Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Not Supported
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Integrations
BigBlueButton
Not Supported
Cisco Webex
Not Supported
Clockwork
Not Supported
Facebook
Not Supported
Google Analytics
Not Supported
Google Calendar
Not Supported
Indent
Not Supported
Mailchimp
Not Supported
Microsoft Excel
Not Supported
PayPal
Not Supported
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Integrations
BigBlueButton
Supported
Cisco Webex
Supported
Clockwork
Supported
Facebook
Supported
Google Analytics
Supported
Google Calendar
Supported
Indent
Supported
Mailchimp
Supported
Microsoft Excel
Supported
PayPal
Supported
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