Income InSight
Quickly and easily show clients the impact of different decisions within a financial plan. Create a comprehensive retirement strategy.
What is Income InSight?
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.
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FAQ
The official website of Income InSight is http://www.covisum.com/
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.
Income InSight belongs to the Financial Management category.
Income InSight offers features such as Budgeting/Forecasting.
No, Income InSight does not offer a free trial.
Pricing
Starting at:
USD 119.99/per month
Free Trial Available
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