Covisum vs Guideline
CovisumFaculty Management Software
GuidelineFinancial Planning & Analysis
Starts at USD 49/monthPublished price
Covisum Faculty Management Software Grow your financial planning business with elite software | Guideline Financial Planning & Analysis Affordable 401(k) & IRA Plans for Companies & Solopreneurs | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Financial Planning & Analysis |
| What it is | Social Security claiming and retirement income planning platform for financial advisors. | Small business 401(k) platform with low fees, automated compliance, and financial advisor services. |
| Pricing | ||
| Published price | 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. | Starts at USD 49/month |
| Pricing model | Tiered plans | Not available |
| Free options | No free plan · Free trial | Not available |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2015 |
| Team size | 11-50 employees | 501-1000 employees |
| Headquarters | Leawood, KS | San Mateo, CA |