Covisum Income InSight vs Retirement Budget Calculator
Covisum Income InSight
covisum.com
Retirement Budget Calculator
retirementbudgetcalculator.comSide by side
| Figure | Covisum Income InSight | Retirement Budget Calculator |
|---|---|---|
| Price from | $116.67/mo | $7.92/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 4 | 12 |
| Spec score · Retirement Planning Software | 8.2 (#8) | 8.5 (#6) |
| Purpose | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. | The calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire. |
| 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 the company maintains security measures but cannot guarantee information will remain free from unauthorized access, use, disclosure, or alteration. |
| Support | The product page says subscriptions include unlimited free access to live support and customer success assistance. | Support is offered through the Contact Us page and [email protected]; premium subscribers also receive community-portal access. |
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
Retirement Budget Calculator
- Free PlanFree
- Free Plan (lifetime)Free
- Premium Plan$9.95 a month
- Premium Plan (monthly)$9.95 a month
- Premium Plan$95 a year
- Premium Plan (yearly)$95 a year
- Premium Plan$195, paid once
- Premium Plan (lifetime)$195, paid once
- Free Plan (monthly)Price not published
- Free Plan (yearly)Price not published
In their own words
Covisum Income InSight
Covisum Income InSight has no write-up on Specifiction yet; its figures are above.
Retirement Budget Calculator
Retirement Budget Calculator is a web tool for estimating retirement budgets, cash flow, taxes, withdrawal strategies, Roth conversions, life expectancy, and net worth. Users can model retirement needs, compare scenarios and withdrawal approaches, and build a cash flow plan. Its free feature list includes a dashboard, retirement timeline, asset and liability tracking, and budgeting. Premium features include an advanced dashboard, retirement optimizer, federal 1040 tax estimator, AI assistant Finn, and community access. The Social Security Maximizer estimates suggested claiming dates, personal and spousal benefits, lifetime benefits and taxes, and end-of-life liquid assets. The site describes the calculator as designed for people age 55 and older preparing to retire. However, it is no longer available to new users; access is reserved for individuals and families working directly with Parker Financial LLC, while existing users can continue using accounts for now. Listed premium prices are $9.95 a month, $95 a year, and 195.00 USD for lifetime access. The privacy policy says AI chatbot interactions may be monitored and should not be considered private or confidential.