Boldin From $12/mo · Free plan 9.4 Visit Covisum Income InSight
covisum.com
Spec sheet
- Purpose
- Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition.Read 8 Oct 2026 · covisum.com
- Integrations
- Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools.Read 8 Oct 2026 · covisum.com
- Security
- Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement.Read 8 Oct 2026 · covisum.com
- Support
- The product page says subscriptions include unlimited free access to live support and customer success assistance.Read 8 Oct 2026 · covisum.com
- Headquarters
- Omaha, Nebraska, United StatesRead 28 Sep 2026 · covisum.com
- Founded
- 2016Read 28 Sep 2026 · covisum.com
- Cash flow and reports
- The platform provides annual cash flow analysis and printable PDF reports.Read 8 Oct 2026 · covisum.com
- Data handling
- Covisum's terms say it uses commercially reasonable administrative, physical, and technical measures to protect the security and integrity of user content.Read 8 Oct 2026 · covisum.com
- Insurance scenarios
- Advisors can show the impact of SPIAs, deferred annuities, and other insurance products.Read 8 Oct 2026 · covisum.com
- Planning areas
- The platform combines retirement tax planning, income needs, and Social Security planning.Read 8 Oct 2026 · covisum.com
- Platform
- Covisum's terms describe its software applications as web-based.Read 8 Oct 2026 · covisum.com
- Roth conversions
- It generates Roth conversion strategies with suggested dollar amounts.Read 8 Oct 2026 · covisum.com
- Stress tests
- Advisors can test retirement strategies against a down market, early death, Social Security benefit cuts, inflation, or long-term care needs.Read 8 Oct 2026 · covisum.com
- Subscription terms
- The product page says no contract is required and describes subscriptions as intended for one user; multiple users require an enterprise-level agreement.Read 8 Oct 2026 · covisum.com
Plans and prices
Monthly $119.99 a month billed monthly Single-user subscription · No contract stated Read 19 Sep 2026 · covisum.com
Annual $1,400 a year billed annually Single-user subscription · No contract stated Read 19 Sep 2026 · covisum.com
Income InSight monthly subscription $119.99 a month Monthly Intended for one user · enterprise options available Read 8 Oct 2026 · covisum.com
Income InSight annual subscription $1,400 a year Annually Intended for one user · enterprise options available Read 8 Oct 2026 · covisum.com
Where Specifiction places it
- Retirement Planning Software#8 of 268.2
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