Covisum Income InSight
6.3#12 in retirement planning softwareFrom $1,400 a yearWeb
VisitCovisum Income InSight vs ProjectionLab
ProjectionLab
8.0#2 in retirement planning softwareFrom $129 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Covisum Income InSight | ProjectionLab |
|---|---|---|
| Founded | 2019 | 2021 |
| Integrations | Income InSight deeply integrates with Covisum's Social Security Timing, Tax Clarity, and SmartRisk tools. | Direct financial-account linking is not supported; plugins can sync Lunch Money, YNAB and Monarch Money data or run custom automations. |
| Purpose | Income InSight is a financial planning platform built for advisors serving mass-affluent and affluent clients in retirement or retirement transition. | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. |
| Security | Covisum says individual and small-group customers can request its SOC 2 report through its Trust Center under a non-disclosure agreement. | The maker states that data is encrypted in transit with HTTPS/TLS and at rest with AES-256, and that it uses multifactor authentication and SOC 2 aligned controls. |
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
ProjectionLab plans
- BasicFree
- Premium$129 a year
- Pro$549 a year
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.
Pick ProjectionLab if…
ProjectionLab suits individuals planning personal finances or retirement, and its Pro plan is described for financial advisors and coaches. It also fits people who prefer planning without linking bank or brokerage accounts.