---
title: Income InSight Reviews
meta_title: 'Income InSight Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Income InSight works for a business like yours.
date_modified: '2024-10-09'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Income InSight Reviews
**Vendor:** Covisum  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Income InSight
Planning software built with a clear understanding of how the strongest advisors grow their business. Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform will help you add value to your clients' lives. No commitment required. Income InSight quickly and easily shows the impact of different decisions within a client's financial plan. Answer your client’s most important questions and then draw them into a broader retirement income planning process. Core features: -Roth conversion strategies -Cash flow analysis -Multi-year Tax Map -Stress tests -Incorporate insurance products -Deep integration with Tax Clarity, Social Security Timing, and SmartRisk -Marketing tools, including a client-facing seminar, brochure, and direct mailer -Access to awesome support, industry expertise and training






- [View Income InSight pricing details and edition comparison](https://www.g2.com/products/income-insight/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A25%3A25+-0500&secure%5Bsession_id%5D=ca8b0296-b323-4aa0-9c73-17479510bd98&secure%5Btoken%5D=e91282afd033f28450b4dd8d91ceb5bacb450ee4df338ff86cc497063368e358&format=llm_user)

## Income InSight Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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