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Covisum vs FP Alpha
People
Price
Published entry price
$83.33+per month
Financial Advisory Practice
Annual estimate10 people, entry price
$1,000+
Flat rate
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Planning & Analysis
Product
Social Security claiming and retirement income planning platform for financial advisors.
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Headquarters
Leawood, Kansas
New York, New York
Company size
11-50 employees
51-200 employees
Founded
2012
2019
Pricing details
Plan
Published entry price
Published rate
$83.33+ / month
Billable seats
Flat rate
Free options
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026