Book Your Walkthrough · For Financial Advisors Only
A 20-minute walkthrough using your client scenarios. Guardrails-based retirement income planning. Plans from $199/month.
“The ability to show clients exactly where every dollar comes from is something no other tool gives me.”
Cynthia BrameLegacy Strategic Partners
Schedule Your Walkthrough
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Integrates With Your Stack
See It For Yourself
Watch the full walkthrough, or hear the result from a real advisor.
See Income Lab in actionFull walkthrough · ~20 min
Hear from Matt SmithFinancial Advisor · client win story
Migrating From Another Tool
Run Income Lab alongside your current tool during the transition. Most advisors are running live client plans within their first week.
Set up integrations or upload client data with AI Plan Builder. No manual re-entry.
No need to cancel anything first. Compare side by side during transition.
We walk you through setup and your first client plan so you’re not figuring it out alone.
Most advisors are running real client scenarios within days, not weeks.
Free 14-day trial. Full access. Cancel anytime.
Common Questions
About 20 minutes. We tailor it to your practice and the types of clients you serve. Bring a scenario if you’d like to see it modeled live.
Start with a free 14-day trial. Full access to every feature, including all planning tools. No long-term commitment. Cancel anytime.
We give clients a specific spending amount with guardrails that adjust automatically. Not a probability of success percentage. Advisors tell us it changes the client conversation entirely.
Most advisors run Income Lab alongside their current tool during transition. Upload existing client data with AI Plan Builder in minutes, or connect your integrations to keep everything synced. You’ll be running live plans within your first week.
Yes. Direct integrations with Schwab, Fidelity, Orion, Black Diamond, Redtail, and others. See the full list of integrations.
Guardrails-based methodology with continuous monitoring. Not a one-time Monte Carlo simulation. The plan watches itself and tells you when an adjustment is needed.
Watch a quick overview of how advisors use guardrails-based planning to change the client conversation.
Watch Recorded Demo