Planning software built with a clear understanding of how the strongest advisors grow their business.
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.
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.
Enter a client manually or import a client from Redtail or TD Ameritrade VEO.
Show clients how long their finances will last and what they are losing to taxes.
Make changes to their strategy with a click of a button.
Compare the client's base case and plan case on the same screen.
The Generate PDF tab creates an actionable client-friendly report that outlines all results, inputs, data, and assumptions.
Your Covisum Experience
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.
Buy
Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.
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."
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