---
description: Detailed reviews on Social Security Timing based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Social Security Timing with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Social Security Timing Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Social Security Timing](/software/2059857/social-security-timing)

# Social Security Timing

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> Social Security Timing provides businesses with tools to optimize their clients' social security claiming strategies. The program offers the generation of reports in PDF format and analyses data to help maximize benefits.
> 
> Verdict: Rated **4.7/5** by 49 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 49 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support Software | 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 Software

## Support Options

- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.ca/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.getapp.ca/software/2047632/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.getapp.ca/software/2068610/wows) — 4.7/5 (97 reviews)
4. [Avestor](https://www.getapp.ca/software/2078775/avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.getapp.ca/software/2047952/dealcheck) — 4.8/5 (38 reviews)

## Reviews

### "Benefit Timing Clarity" — 5.0/5

> **Art** | *July 7, 2020* | Financial Services Software | Recommendation rating: 7.0/10
> 
> **Pros**: Graphs clearly picture break even points for starting benefits at specific ages
> 
> **Cons**: By asking client a few more questions the software could predict a reasonable choice for people who have a severe illness, limited financial means, or more than sufficient means.
> 
> How to help people choose the best income timing strategy.

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### "Social Security Timing is a critical door opener" — 4.0/5

> **Jack** | *July 2, 2020* | Insurance Software | Recommendation rating: 9.0/10
> 
> **Pros**: Setting up the software for new clients is really easy. The clients really love the Timing Reports and the information provided. In many cases, the reports serve as discussion starters for all of the other retirement issues to follow.
> 
> **Cons**: There is not much that comes to mind that I do not like about the Timing Report
> 
> When we provided in-person or virtual workshops, the Timing report is a staple in booking the consultative appointment. Producing the report serves to help the client start to trust that we know what we are doing and how we might be able to help them out. It's a great conversation starter.

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### "Social Security Timing adds another instrument for advisors to assist their customers" — 4.0/5

> **John** | *July 10, 2020* | Investment Management Software | Recommendation rating: 5.0/10
> 
> **Pros**: Clients enjoy learning the different strategies regarding when to begin receiving social security benefits. The software is relatively easy to use and allows you to create different scenarios
> 
> **Cons**: I wish their was more information describing how to create different scenarios and a better explanation of how to create them
> 
> Most clients appreciate seeing a presentation that gives them different scenarios to think about. Very few advisors have experience with social security.

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### "SSI Timing" — 5.0/5

> **Edward** | *August 14, 2020* | Investment Management Software | Recommendation rating: 10.0/10
> 
> **Pros**: It gives me options, but won't let me do something that won't work with any change in the laws
> 
> **Cons**: The software is great, but it can't tell you every possible scenario and that is why support is so helpful
> 
> I have used this software to show people the advantage of using other investments to wait on Social Security.  This has helped to make sure their money lasts as long as they do.

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### "Experienced and happy user." — 5.0/5

> **Richard** | *May 13, 2021* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: It is intuitively user friendly and is useful for experts and novices who want to become Social Security experts.
> 
> **Cons**: It meets my needs with customers from $100k to $10M so I am satisfied as is.
> 
> Helps in retirement planning for coordinating SS benefits timing with other investments to mitigate taxes and increase spendable income. SS is a good strategic tool.

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## Links

- [View on GetApp](https://www.getapp.ca/software/2059857/social-security-timing)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/social-security-timing/> |
| en-AE | <https://www.getapp.ae/software/2059857/social-security-timing> |
| en-AU | <https://www.getapp.com.au/software/2059857/social-security-timing> |
| en-CA | <https://www.getapp.ca/software/2059857/social-security-timing> |
| en-GB | <https://www.getapp.co.uk/software/2059857/social-security-timing> |
| en-IE | <https://www.getapp.ie/software/2059857/social-security-timing> |
| en-NZ | <https://www.getapp.co.nz/software/2059857/social-security-timing> |
| en-SG | <https://www.getapp.sg/software/2059857/social-security-timing> |
| en-ZA | <https://www.getapp.za.com/software/2059857/social-security-timing> |

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