Covisum Income InSight

Visit covisum.com ↗ What it costs

6.8 No. 19on Retirement planning tools
10-day trialprice, as published
Oct 8, 2026read on

Covisum Income InSight's own site, as our research read it — covisum.comas read Oct 8, 2026

What Covisum Income InSight costs

Monthly $119.99 / month
Annual $1,400 / year
Income InSight monthly subscription $119.99 / month
Income InSight annual subscription $1,400 / year

As covisum.com publishes them, read Sep 19, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: No
Free trial: Yes
Runs on: iPhone Android Web
Facts on record: 16

Facts we read

Cash flow and reportsThe platform provides annual cash flow analysis and printable PDF reports. · covisum.com, Oct 8, 2026
Data handlingCovisum's terms say it uses commercially reasonable administrative, physical, and technical measures to protect the security and integrity of user content. · covisum.com, Oct 8, 2026
Founded2019 · covisum.com, Sep 28, 2026
HeadquartersOmaha, Nebraska, United States · covisum.com, Sep 28, 2026
Insurance scenariosAdvisors can show the impact of SPIAs, deferred annuities, and other insurance products. · covisum.com, Oct 8, 2026
IntegrationsIncome InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools. · covisum.com, Oct 8, 2026
Planning areasThe platform combines retirement tax planning, income needs, and Social Security planning. · covisum.com, Oct 8, 2026
PlatformCovisum's terms describe its software applications as web-based. · covisum.com, Oct 8, 2026
Roth conversionsIt generates Roth conversion strategies with suggested dollar amounts. · covisum.com, Oct 8, 2026
SecurityCovisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement. · covisum.com, Oct 8, 2026
Stress testsAdvisors can test retirement strategies against a down market, early death, Social Security benefit cuts, inflation, or long-term care needs. · covisum.com, Oct 8, 2026
Subscription termsThe product page says no contract is required and describes subscriptions as intended for one user; multiple users require an enterprise-level agreement. · covisum.com, Oct 8, 2026
SupportThe product page says subscriptions include unlimited free access to live support and customer success assistance. · covisum.com, Oct 8, 2026