See Income Lab in Action
Watch how advisors use guardrails-based planning to change the client conversation. No scheduling required.
We'll walk through your client scenarios using guardrails-based retirement income planning. 20 minutes. No commitment. Plans from $154/month (billed annually).
#1 Retirement Distribution Tool, 3 years running (T3)
8.7/10 Advisor Satisfaction (Kitces 2025)
"Income Lab has been a game changer for me. With Income Lab it's very clear how much you can spend and the guardrails around that number."
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"The ability to show clients exactly where every dollar comes from is something no other tool gives me."
Instead of a probability percentage, Income Lab gives every client a clear retirement paycheck: how much they can spend each month, where the money comes from, and exactly what triggers an adjustment.
Switching is the most common concern we hear. Here's what advisors tell us after making the move:
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 your 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.
$20 for your first month. Full access. Cancel anytime.
Watch how advisors use guardrails-based planning to change the client conversation. No scheduling required.
How Income Lab changed the client conversation.
Matt Smith, Financial Advisor
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.
Your first month is $20 with 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