See the platform in action
Watch Income Lab walkthroughs, on your time
Short recorded demos of the tools advisors use every day. Prefer a guided tour? Book a walkthrough below.
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Platform Overview
A full tour of how advisors model retirement income, monitor guardrails, and answer "how much can I spend?" in one connected workflow.
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Life Hub
The client-facing view of the plan: portfolio balances, income projections, and year-by-year cash flow to walk a client through.
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Adjustment-Based Planning
See spending flex between an upper and lower guardrail, so plans adapt as markets move instead of resting on a single probability of success.
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Tax Center
Walk through tax-aware withdrawal sequencing, Roth conversions, and bracket management built into the plan.
Want a walkthrough tailored to your practice?
See how guardrails-based planning answers your clients' toughest retirement questions. 14-day free trial, full Pro access.