Covisum vs OnPlan
CovisumFaculty Management Software
OnPlanFinancial Planning and Analysis
$20,000/yrPublished price
Covisum Faculty Management Software Grow your financial planning business with elite software | OnPlan Financial Planning and Analysis Mastering Project Controls for Effective Budgeting | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Financial Planning and Analysis |
| What it is | Social Security claiming and retirement income planning platform for financial advisors. | FP&A platform bridging the gap between spreadsheets and enterprise planning tools with native Excel integration. |
| 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. | $20,000/yr |
| 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 | 2018 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | Leawood, KS | San Francisco, CA |