“Income Lab is the most comprehensive and sophisticated retirement income
solution in the current fintech landscape. Not only does it facilitate better, more informed decisions about
retirement distribution sufficiency; it also models the various decumulation strategies on an after-tax basis,
to help advisors help clients maximize their after-tax retirement income..”
– Bob Veres, Inside Information
Did you hear?!
With over 3,000 advisory firm participants in the T3/Inside Information Advisor
Software Survey, Income Lab was voted the Highest Rated Retirement
Distribution Planning Tool, and #1 Retirement Distribution Planning Tool
advisors are considering adding in their tech stack.
Advisors have an abundance of choices and we are honored that they see how valuable the Income Lab software is for their business.
Notable Quotes:
“The top five programs all experienced growth over the past year, with Income
Lab more than doubling its market share.”
– 2023 T3/Inside Information Advisor Software Survey
“Looking at solutions that advisors are considering adding to their tech stack, it
would appear that Income Lab…is poised for the greatest market share
increases in the coming year.”
– 2023 T3/Inside Information Advisor Software Survey
