Boldin vs Covisum Income InSight
Boldin
boldin.comCovisum Income InSight
covisum.comSide by side
| Figure | Boldin | Covisum Income InSight |
|---|---|---|
| Price from | $12/mo | $116.67/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 4 |
| Spec score · Retirement Planning Software | 9.4 (#1) | 8.2 (#8) |
| Headquarters | Mill Valley, California, United States | Omaha, Nebraska, United States |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement. |
| Support | Users can contact support through in-product chat or by emailing [email protected], and bug tickets are reviewed by customer-service representatives. | The product page says subscriptions include unlimited free access to live support and customer success assistance. |
Plans
Boldin
- BasicFree
- BasicFree
- PlannerPlus$144 a year
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Covisum Income InSight
- Monthly$119.99 a month
- Annual$1,400 a year
- Income InSight monthly subscription$119.99 a month
- Income InSight annual subscription$1,400 a year
In their own words
Boldin
Boldin is a financial planning platform for shaping a household plan around resources, goals, values, and priorities. Its Planner covers income and spending alongside Social Security, benefits, taxes, real estate, and other parts of household finances. Users can model alternatives, review projections, and stress-test plans with Monte Carlo analysis. Connected accounts use Plaid, MX, and Mastercard (Finicity) to update balances, but cost basis, allocations, and transactions need to be entered manually for an accurate plan. The free Basic plan includes 100+ inputs, two interactive explorers, 10+ charts, and up to five AI questions daily. PlannerPlus costs $144/yr after a 14-day trial and adds account linking, tax projections, multiple scenarios, and other tools. Boldin Advisors is listed at $3,200 flat fee. The service is available on Android, iOS, and web. Support options include classes, coaching, chat, a community, financial education, and CFP® professionals; trial users receive technical help but not coaching or step-by-step setup assistance.
Covisum Income InSight
Covisum Income InSight has no write-up on Specifiction yet; its figures are above.