Covisum vs Vena
CovisumFaculty Management Software
VenaFinancial Planning & Analysis
Covisum Faculty Management Software Grow your financial planning business with elite software | Vena Financial Planning & Analysis Plan Better. Achieve More. | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Financial Planning & Analysis |
| What it is | Social Security claiming and retirement income planning platform for financial advisors. | Complete planning platform native to Microsoft 365 with Excel front-end and centralized database. |
| 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. | Vena does not publish a citable numeric price on its current public vendor pages. Pricing is handled through sales, a quote request, or account-specific terms. |
| Pricing model | Tiered plans | Not available |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2011 |
| Team size | 11-50 employees | 501-1000 employees |
| Headquarters | Leawood, KS | Toronto, Canada |