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.
Your 10-day free trial is designed to get you up and running with Income InSight.
Guarantee: No contract required.
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.
"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."
"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."
"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."