Covisum Income InSight vs MoneyHelper Retirement Budget Planner
Covisum Income InSight
covisum.comMoneyHelper Retirement Budget Planner
retirement-budget-planner.moneyhelper.org.ukSide by side
| Figure | Covisum Income InSight | MoneyHelper Retirement Budget Planner |
|---|---|---|
| Price from | $116.67/mo | Free |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Retirement Planning Software | 8.2 (#8) | 7.4 (#20) |
| Founded | 2016 | 2018 |
| Headquarters | Omaha, Nebraska, United States | Bedford, United Kingdom |
| Purpose | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. | The planner helps people estimate likely retirement costs and the income they may need. |
| Support | The product page says subscriptions include unlimited free access to live support and customer success assistance. | MoneyHelper offers budget help through webchat and links to budgeting guides. |
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.
MoneyHelper Retirement Budget Planner
MoneyHelper Retirement Budget Planner is a free web tool for estimating likely retirement costs and the income a person may need. Its Budget planner totals income and outgoings, shows what remains, and breaks spending into categories to help identify potential savings or cost cuts. Users can enter costs by year, and the tool converts those figures into a monthly average. MoneyHelper suggests having payslips, bank statements, bills, or a banking app available when working out income and spending. Budgeting help is available through webchat, with links to budgeting guides. The planner is provided by MoneyHelper, owned and maintained by the Money and Pensions Service, whose registered office is in Bedford, England. The service describes its website tools as general information rather than advice to rely on. It also says it is not regulated by the Financial Conduct Authority and does not provide a regulated service. Its accessibility statement identifies menu buttons that are not programmatically expandable and incorrectly structured tab panels.