Covisum Income InSight
FREEnoDOCS5/5
CI5.3#24of 28
outWeb
Ranked in Tax Planning Software·Free trial·paid from $116.67/mo
About
Covisum Income InSight is ranked #24 of 28 in tax planning software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $116.67/mo.
Compared on tax planning software
- Free plan
- Nocovisum.com
- Paid from
- $119.99/mocovisum.com
- Income projection
- Yescovisum.com
- Savings growth projection
- Yescovisum.com
- Withdrawal planning
- Yescovisum.com
- Social Security modeling
- Yescovisum.com
- Scenario analysis
- Yescovisum.com
- Account synchronization
- nonecovisum.com
Facts
- Purpose
- Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition.covisum.com · 8 Oct 2026
- Planning areas
- The platform combines retirement tax planning, income needs, and Social Security planning.covisum.com · 8 Oct 2026
- Roth conversions
- It generates Roth conversion strategies with suggested dollar amounts.covisum.com · 8 Oct 2026
- Stress tests
- Advisors can test retirement strategies against a down market, early death, Social Security benefit cuts, inflation, or long-term care needs.covisum.com · 8 Oct 2026
- Cash flow and reports
- The platform provides annual cash flow analysis and printable PDF reports.covisum.com · 8 Oct 2026
- Insurance scenarios
- Advisors can show the impact of SPIAs, deferred annuities, and other insurance products.covisum.com · 8 Oct 2026
- Integrations
- Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools.covisum.com · 8 Oct 2026
- Support
- The product page says subscriptions include unlimited free access to live support and customer success assistance.covisum.com · 8 Oct 2026
- Subscription terms
- The product page says no contract is required and describes subscriptions as intended for one user; multiple users require an enterprise-level agreement.covisum.com · 8 Oct 2026
- Security
- Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement.covisum.com · 8 Oct 2026
- Data handling
- Covisum's terms say it uses commercially reasonable administrative, physical, and technical measures to protect the security and integrity of user content.covisum.com · 8 Oct 2026
- Platform
- Covisum's terms describe its software applications as web-based.covisum.com · 8 Oct 2026
Company
- Founded
- 2019covisum.com · 28 Sept 2026
- Headquarters
- Omaha, Nebraska, United Statescovisum.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- covisum.com/solutions/income-insight· checked 8 Oct 2026
- covisum.com/about· checked 8 Oct 2026
- covisum.com/lp-data-security-statement· checked 8 Oct 2026
- covisum.com/terms-of-use· checked 8 Oct 2026