Covisum Income InSight vs IncomePro
Covisum Income InSight
covisum.com
IncomePro
incomepro.orgSide by side
| Figure | Covisum Income InSight | IncomePro |
|---|---|---|
| Price from | $116.67/mo | $99/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Retirement Planning Software | 8.2 (#8) | 7.9 (#10) |
| Purpose | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. |
| Security | Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement. | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. |
| Support | The product page says subscriptions include unlimited free access to live support and customer success assistance. | The Starter plan includes email support, Professional includes priority support, and Enterprise includes dedicated support. |
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.