Covisum Income InSight vs Income Lab
Covisum Income InSight
covisum.com
Income Lab
incomelaboratory.comSide by side
| Figure | Covisum Income InSight | Income Lab |
|---|---|---|
| Price from | $116.67/mo | $80/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Retirement Planning Software | 8.2 (#8) | 8.0 (#9) |
| Founded | 2016 | 2018 |
| Integrations | Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools. | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. |
| Purpose | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. | Income Lab provides retirement income planning software for financial advisors. |
| Support | The product page says subscriptions include unlimited free access to live support and customer success assistance. | The company offers a help center, walkthrough bookings, and contact by phone or email. |
Plans
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
Covisum Income InSight
Covisum Income InSight has no write-up on Specifiction yet; its figures are above.
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.