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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

Alternatives

Alternatives

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