Everything you need for retirement planning and management

Income Lab is currently only available to financial professionals.

*Pricing is per license. After the first month, standard pricing automatically applies.

Add a Support Staff for half the price

Give your team the access they need with a Support Staff License, perfect for para-planners, operations staff, and assistants without requiring a full advisor seat.

PRO TIP: Include your Support Staff in your Onboarding and Training

Powerful Features To Grow Your Practice

  • Life Hub
  • Tax Lab
  • Retirement GPS
  • Total Risk-Based Guardrails Adjustment Based Planning
  • Retirement Stress Test
  • Social Security Optimizer
  • Dynamic Longevity Planning
  • Economic Context Capabilities
  • Report Center
  • Automated Plan Monitoring
  • Annuity Planning
  • Account Aggregation
  • Integrations
  • Knowledge Base
  • 1-on-1 Onboarding Support

association and university opportunities

Interested in providing Income Lab for educational purposes? Contact us today to learn more about our program.

Contact us
Schedule a Demo