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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

Marketing Materials
Access to professionally created marketing materials: strategy, emails, videos, presentation deck with script, and graphics
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Roth Conversion Strategies
Generate specific strategies, with suggested dollar amounts, for completing Roth conversions.
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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.
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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.
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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.
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Printable PDF Report
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Deep Integration with Covisum's Suite of Retirement Income Planning Solutions

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

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

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