Covisum Income InSight vs Moneysmart Retirement Planner

Covisum Income InSight

Figure	Covisum Income InSight	Moneysmart Retirement 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 (#21)
Integrations	Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools.	The planner can estimate Centrelink entitlement, but the page does not describe an account connection or data integration.
Purpose	Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition.	The planner estimates retirement income, helps users check progress toward retirement goals and helps create a retirement plan.
Security	Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement.	Moneysmart says its website uses firewalls, security patches, regular security testing and data encryption, and complies with the Australian Government Protective Security Policy Framework and Information Security Manual.
Support	The product page says subscriptions include unlimited free access to live support and customer success assistance.	Moneysmart does not have a call centre and directs users to its page feedback form for comments or complaints.

Covisum Income InSight has no write-up on Specifiction yet; its figures are above.

Moneysmart Retirement Planner has no write-up on Specifiction yet; its figures are above.