Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49.99 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes