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Covisum vs Income Discovery

Covisum logo
CovisumFaculty Management Software
Income Discovery logo
Income DiscoveryFinancial Planning & Analysis
CustomPublished price
Covisum logo
Covisum
Faculty Management Software

Grow your financial planning business with elite software

Income Discovery logo
Income Discovery
Financial Planning & Analysis

No sliders. No spreadsheets. No guesswork.

Overview
CategoryFaculty Management SoftwareFinancial Planning & Analysis
What it isSocial Security claiming and retirement income planning platform for financial advisors.Retirement income planning and Social Security optimization software for advisors.
Pricing
Published priceCovisum 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.Custom
No public pricing. Enterprise retirement income planning software sold to institutions via enterprise sales; serves firms analyzing at least ~1,000 retirement income cases/year. C…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20122013
Team size11-50 employees11-50 employees
HeadquartersLeawood, KSNew York, NY

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