Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs Covisum Income InSight
Covisum Income InSight
6.3#12 in retirement planning softwareFrom $1,400 a yearWeb
VisitWhat both publish
| Fact | Boldin | Covisum Income InSight |
|---|---|---|
| Headquarters | Mill Valley, California, United States | Omaha, Nebraska, United States |
| Purpose | Boldin is a financial planning platform for building plans around a person's resources, values, goals, and priorities. | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Covisum Income InSight plans
- Monthly$119.99 a month
- Annual$1,400 a year
- Income InSight monthly subscription$119.99 a month
- Income InSight annual subscription$1,400 a year
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.
Pick Covisum Income InSight if…
Income InSight suits advisors planning retirement income for mass-affluent and affluent clients. It fits workflows needing tax, withdrawal, Social Security, and scenario modeling through a web platform.