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Build a Roadmap for Retirement

Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform has the elements advisors need to create a comprehensive retirement strategy: tax, income need, and Social Security. Clearly show your clients the value you add.

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Income InSight Key Features

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Marketing Materials
Access to professionally created marketing materials: strategy, emails, videos, presentation deck with script, and graphics
Roth Con Strategies Icon
Roth Conversion Strategies
Generate specific strategies, with suggested dollar amounts, for completing Roth conversions.
Stress Tests Icon
Stress Tests
Test your client’s retirement strategy against a down market, early death, or long-term care need.
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Side-by-Side Comparison
Demonstrate the differences between two different retirement strategies.
Cash Flow Analysis Icon
Cash Flow Analysis
Drill down into the details and look at annual cash flows.
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Incorporate Insurance Products
Show clients the impact of adding SPIAs, deferred annuities, or various insurance products.
Multi-year Tax Map Icon
Multi-Year Tax Map
Determine which account to draw from, and when, and find key opportunities for converting to a Roth.
Access to Support
Access to Expert Support & Customer Success
Unlimited free access to live support who can help you make the most of your subscription.
Printable PDF Report Icon
Printable PDF Report
Deep integration Icon
Deep Integration with Covisum's Suite of Retirement Income Planning Solutions
The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach

Watch a Demonstration 

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.

Pricing FAQs

Can I take a trial of Income InSight? 

Yes! You can try Income InSight for free for 10 days with no obligation. No credit card required.

Do you have a demo video of Income InSight? 

Yes, we do. Learn how to use Income InSight in your financial planning practice by watching this recorded demonstration.

Can someone demonstrate Income InSight for me? 

A member of our customer success team would be happy to demo Income InSight for you. Choose the time and date that works best for you. Click here to schedule a live demo. 

Can I subscribe monthly or annually? 

Choose the subscription that's right for you at $119.99/per month or $1,400/per year.

Can more than one advisor use one subscription to Income InSight? 

Your Income InSight subscription is intended for the sole use of one user, as outlined in our End User License Agreement (EULA). If you plan on utilizing our tools for multiple users you will want to have an enterprise-level EULA with us.

Is there an enterprise version of Income InSight? 

Yes. Covisum powers some of the largest financial institutions in the United States. Contact sales for more information about our enterprise solutions.

Can I see your data security statement? 

Our data security statement is designed to answer the most common questions Covisum is asked in a vendor due diligence review and to provide supporting documentation for your file. Click here to access our data security statement.

Your Covisum Experience

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Try

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.

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Buy

Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

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Grow

Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

"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
CFP®
"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."
Larry
Vice President - Investments

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