About Income InSight
Income InSight is a retirement planning software from Covisum that helps financial advisors illustrate their clients' retirement scenarios. It combines Social Security improvement, Tax Planning, and Retirement Income Planning to provide a comprehensive view of potential income flows. The software includes Portfolio Risk Analysis to assess investment strategies and their impact on retirement goals. Income InSight supports financial professionals in demonstrating the value they add and differentiating their services in a competitive marketplace. With features designed to build a clear roadmap for retirement, it ensures advisors can deliver tailored insights to their clients. Key capabilities: Covisum Suite Social Security improvement Tax Planning Retirement Income Planning Portfolio Risk Analysis Best for: financial advisors that need to provide detailed retirement income projections.
Income InSight Details
Income InSight's In-App Market Place
Does Income InSight have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Generates client-friendly charts and graphs that clearly simplify complex topics
- Effective at identifying and illustrating Roth conversion opportunities and sub-optimal tax situations
- Allows advisors to model worst-case scenarios to build client confidence
- Seamlessly integrates with Covisum's suite of specialized tools
- Offers specialized support from experts
- The subscription fee is quite high for individual use
- The default subscription is for a single user and requires an additional fee for team members to gain full access.
- It is not a full-service financial planning software
- Effective utilization requires dedicated training and a deep understanding of tax-efficient distribution strategies.
Income InSight's Support Options
Email Address
help@covisum.comContact
402-235-4500