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- Covisum Income InSight
On the recordRead 8 Oct 202614 facts
Covisum Income InSight
Omaha, Nebraska, United States
Plans and prices
Monthly
$119.99a month
Single-user subscription · No contract stated
Read 19 Sep 2026 · covisum.com
Annual
$1,400a year
Single-user subscription · No contract stated
Read 19 Sep 2026 · covisum.com
Income InSight monthly subscription
$119.99a month
Intended for one user · enterprise options available
Read 8 Oct 2026 · covisum.com
Income InSight annual subscription
$1,400a year
Intended for one user · enterprise options available
Read 8 Oct 2026 · covisum.com
On the record
- Cash flow and reports
- The platform provides annual cash flow analysis and printable PDF reports.covisum.com · read 8 Oct 2026
- Data handling
- Covisum's terms say it uses commercially reasonable administrative, physical, and technical measures to protect the security and integrity of user content.covisum.com · read 8 Oct 2026
- Insurance scenarios
- Advisors can show the impact of SPIAs, deferred annuities, and other insurance products.covisum.com · read 8 Oct 2026
- Integrations
- Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools.covisum.com · read 8 Oct 2026
- Planning areas
- The platform combines retirement tax planning, income needs, and Social Security planning.covisum.com · read 8 Oct 2026
- Platform
- Covisum's terms describe its software applications as web-based.covisum.com · read 8 Oct 2026
- Purpose
- Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition.covisum.com · read 8 Oct 2026
- Roth conversions
- It generates Roth conversion strategies with suggested dollar amounts.covisum.com · read 8 Oct 2026
- Security
- Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement.covisum.com · read 8 Oct 2026
- Stress tests
- Advisors can test retirement strategies against a down market, early death, Social Security benefit cuts, inflation, or long-term care needs.covisum.com · read 8 Oct 2026
- Subscription terms
- The product page says no contract is required and describes subscriptions as intended for one user; multiple users require an enterprise-level agreement.covisum.com · read 8 Oct 2026
- Support
- The product page says subscriptions include unlimited free access to live support and customer success assistance.covisum.com · read 8 Oct 2026
