Streamline Your Financial Planning Practice

Planning software built with a clear understanding of how the strongest advisors grow their business.

Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform will help you add value to your clients' lives. No credit card or commitment required.

Updated due to the SECURE Act of 2020

Due to the SECURE Act of 2020 the required minimum distribution (RMD) age was changed. The RMD is 70½ for individuals with a date of birth prior to 7/1/1949 or 72 for individuals with a date of birth that is on or after 7/1/1949. Applicable calculations have been updated, along with the PDF base case verbiage.

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Watch a Demonstration

Run your first report in less than 15 minutes

Understanding the software and outputs takes about an hour

Free access to expert support with your trial and paid subscription

Try Income InSight for free for 10 days with no obligation. No credit card required.

Your 10-day free trial is designed to get you up and running with Income InSight.

Provides the structure for a systematic, scalable financial planning process.
A comprehensive alternative to other programs where you piece together a plan – will replace multiple tools in your “tech stack.”
Understand the key variables of life expectancy, tax efficiency and sequence of withdrawals.
Get an entire support team to help you answer subject matter and software questions.

MORE THAN 20,000 ADVISORS TRUST COVISUM SOFTWARE

Your Covisum Experience
1. Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day.
2. Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems.
3. Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.
Try, buy and grow!
1. Try the software for free and see the value.
2. Subscribe and unlock branding capabilities and gain access to marketing materials.
3. Tailor your tech stack and add a growth engine!
Guarantee: No contract required.

Pricing

Income InSight quickly and easily shows the impact of different decisions within a client's financial plan. Answer your client’s most important questions and then draw them into a broader retirement income planning process.

Core features:

Roth conversion strategies
Cash flow analysis
Multi-year Tax Map
Stress tests
Incorporate insurance products
Deep integration with Tax Clarity, Social Security Timing, and SmartRisk
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Access to awesome support, industry expertise and training

Here's what our customers say:

"Income InSight helps me see the entire picture and demonstrate the value I bring to my clients as their advisor — I can show them what their retirement could look like with my recommendations."

Ryan

Financial Planner

"It's great that the Covisum tools have been designed by a financial advisor. The programs are user-friendly and boil down the numbers for a client. Income InSight makes it easy for my clients to see that I'm bringing value to the table. I really like the Roth conversion suggestions with the dollar amounts."

Bill

Certified Financial Planner

"This tool is perfect for retirement planning. It helps me find value-adds that I wouldn't see otherwise. My clients really engage with the "red wedge" of taxes saved in the Tax Map report."

Streamline Your Financial Planning Practice

Planning software built with a clear understanding of how the strongest advisors grow their business.

Updated due to the SECURE Act of 2020

Watch a Demonstration

Try Income InSight for free for 10 days with no obligation. No credit card required.

MORE THAN 20,000 ADVISORS TRUST COVISUM SOFTWARE

Your Covisum Experience

Try, buy and grow!

Pricing

Core features:

Here's what our customers say:

Covisum powers some of the nation’s largest financial institutions.

OUR GUARANTEE

No contract. No commitment.

Try Income InSight Now!