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Elevate your clients’ experience with interactive, visual planning.

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OUR PLANS

Income Lab is currently only available to financial professionals. Clients can receive access if your financial advisor uses Income Lab, which will allow you to collaborate on your retirement income plan.

Visual financial planning that clients can understand.

  • Customize how clients explore their financial life and see how the pieces fit together.
  • Withdrawal Sourcing down to the account level
  • Timeline with Milestones
  • Social Security Planner
  • Multiple tax strategies
  • Roth Conversion Planning
  • Longevity Planning
  • Plan Scenario Comparisons
  • Easy Edits
  • Quick Create
  • Client Portal
  • 1-Page Plan Report
  • Custom Reporting
  • Integrations and Account Aggregation
  • Knowledge Base
  • Onboard at your own pace
  • Live Support

Looking for other pricing and package options?

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Clear, Accessible Planning. Finally, a plan that makes sense.

Learn how Life Hub can elevate your practice and client experience through interactive planning – all in one place – all on one page!

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