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Board vs Covisum

Board logo
BoardFinancial Planning and Analysis
CustomPublished price
Covisum logo
CovisumFaculty Management Software
Board logo
Board
Financial Planning and Analysis

The Enterprise Planning Platform with Agentic AI

Covisum logo
Covisum
Faculty Management Software

Grow your financial planning business with elite software

Overview
CategoryFinancial Planning and AnalysisFaculty Management Software
What it isIntelligent planning platform combining business intelligence, performance management, and analytics.Social Security claiming and retirement income planning platform for financial advisors.
Pricing
Published priceCustom
Quote-based, use-case and named-user driven; the SaaS subscription bundles required infrastructure and users. Third-party sources indicate entry deals start around $10,000/year, b…
Covisum publishes a numeric starting price of $39.99 on its current pricing materials. Higher tiers, usage, support, or contract terms may increase the total cost.
Pricing modelCustom quoteTiered plans
Free optionsNo free plan · No free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded19942012
Team size1001-5000 employees11-50 employees
HeadquartersLugano, SwitzerlandLeawood, KS

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