--- description: Review of Social Security Timing Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Social Security Timing | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Social Security Timing](/software/248368/social-security-timing) # Social Security Timing Canonical: https://www.softwareadvice.co.uk/software/248368/social-security-timing Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/248368/social-security-timing?page=2) > Social Security Timing is a cloud-based tool designed to help financial advisors analyze and select suitable social security strategies for their clients according to requirements. In order to use Social Security Timing, financial advisors first input their client's data, including personal details, income and social security information. The tool then analyzes this information and provides the advisor with a list of recommended social security strategies. Advisors can further customize these recommendations by adjusting the inputs according to their clients' needs. > > Verdict: Rated **4.7/5** by 49 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 49 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Covisum - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$49.99 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: 10-day free access. No risk, cancel anytime. Yearly payment is available. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Cash Management - Financial Analysis - For Investment Advisors - Forecasting - Modeling & Simulation - Portfolio Management - Risk Management ## Support Options - 24/7 (Live rep) - Chat ## Category - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.co.uk/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Human Interest](https://www.softwareadvice.co.uk/software/240185/human-interest) — 4.0/5 (36 reviews) 3. [WOWS Investment Portal](https://www.softwareadvice.co.uk/software/430406/wows-invest) — 4.7/5 (97 reviews) 4. [Avestor](https://www.softwareadvice.co.uk/software/523559/Avestor) — 5.0/5 (8 reviews) 5. [DealCheck](https://www.softwareadvice.co.uk/software/224233/dealcheck) — 4.8/5 (38 reviews) ## Reviews ### "Exit Comments" — 4.0/5 > **Jeff** | *7 July 2020* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: When I first started using SST the SSA allowed for a file and suspend strategy tied with spousal benefits. The software made it look easy to work with that complex calculation. Once SSA changed the benefit claiming rules, the calculation became much easier and the choices became limited. Beautifully generated reports added value to my practice. Your team always provided expert advise which was much appreciated. > > **Cons**: I found with the new SSA benefit rules that I was using the software less and still paying $49/month. One of my asset managers where I place much of my business provides similar software and report generator free of charge to me. > > SST is a good package and your support is excellent. The main reason I cancelled my subscription is that I now get similar software and support at no charge. ----- ### "Long time user of Social Security Timing- best I've used ever." — 5.0/5 > **Nicolas** | *7 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I have worked with several different SS timing software programs and Social Security Timing is the best. It's accurate, customizable and the customer service is worth the service alone. They will answer Social Security questions by sending the SS.gov site info directly to me. I've used their customer service as a resource. > > **Cons**: One thing that makes this software great is that it will allow you to put in the earnings from the SS statement and also a non covered pension to determine the exact WEB or GPO offset. > > Customer service is fantastic. ----- ### "Great Information for Social Security discussions\!" — 4.0/5 > **James** | *10 July 2020* | Financial Services | Recommendation rating: 5.0/10 > > **Pros**: The software enable you to use detailed SS information to show detailed possible outcomes and make a recommendation based on those projected outcomes. very helpful in discussion with your client about longevity and alternative electing strategies. > > **Cons**: However, this software as a stand alone piece doesn't satisfy when you are trying to do comprehensive planning. ----- ### "A Long Standing User" — 5.0/5 > **Terrance** | *2 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Easy to Use - 4 Options - Cash Flow Pages - Credibility I establish with clients by using it. Many advisors do not take the time to discuss SS with their clients. "The decision you make today may have to last a lifetime so we need to get it right the first time" > > **Cons**: The new Platform. I like the Legacy - please keep it. I only use the SS Portion and use a 2% inflation factor. I do not integrate other items into the presentation. > > When to take SS and how it fits into the client's overall strategy. I review every page with the client on the presentation. ----- ### "SS TIMING REVIEW" — 4.0/5 > **Michael** | *10 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Use in conjunction with Retirement Analyzer to provide retirement income planning for clients. > > **Cons**: Hard for me to create custom scenarios ...I get confused on where and what numbers to enter in And why. I often call customer service to help me. CUSTOMER SERVICE TEAM IS FANTASTIC ... prompt, professional and knowledgeable. That the PRIMARY REASON why I am still using SS TIMING SOFTWARE and continue to as long as the customer service team is available to help me. > > It’s been a good experience. It comes in as a great tool working with folks that come from my Social Security workshops. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/248368/social-security-timing?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/248368/social-security-timing) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data