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Income InSight Key Features

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Free marketing kit: strategy, emails, videos, graphics & more
Roth Conversion Icon
Roth conversion strategies
Cash Flow Analysis Icon
Cash flow analysis
Multi-year Tax Map Icon
Multi-year Tax Map
Stress Tests Icon
Stress Tests
Incorporate Insurance products Icon
Incorporate insurance products
Printable PDF Report Icon
Printable PDF report
Deep integration Icon
Deep integration with the full suite of Covisum tools
Access to Support
Access to a client-facing presentation
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Free access to support & customer success

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.

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