Everything you need for retirement income planning and management

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.

Monthly Annual
Megaphone End of Year Sale: Save Over $500 with an Annual Subscription!

  • Single Advisor

    single seat

    $20

    Per Person/Month for the first 3 months

    *$159 per person/month after the 3 month promo period.

    Sign Up Now Schedule a Demo

  • Small Team

    2-9 seats

    $20

    Per Person/Month for the first 3 months

    *$149 per person/month after the 3 month promo period.

    Sign Up Now Schedule a Demo

  • Large Team

    10 or more seats

    $20

    Per Person/Month for the first 3 months

    *$139 per person/month after the 3 month promo period.

    Sign Up Now Schedule a Demo
Discount applied at check out. *After 3 months, standard pricing automatically applies.
Megaphone End of Year Sale: Save Over $500 with an Annual Subscription!

  • Single Advisor

    single seat
    End Of Year

    Promo code:

    EOY2024

    Offer Expires 12/31/2024

    *$1,200 for the first year when paid annually. Standard $1,717.20 after the first year.

    Sign Up Now Schedule a Demo

  • Small Team

    2 - 9 seats

    30%

    off first year annual subscription

    *$1,287.36 for the first year when paid annually. 10% savings after the first year.

    Sign Up Now Schedule a Demo

  • Large Team

    10 or more seats

    30%

    off first year annual subscription

    *$1,200.96 for the first year when paid annually. 10% savings after the first year.

    Sign Up Now Schedule a Demo
*Cancelations apply on the annual subscription renewal date. No refunds will be given for unused portions of annual subscriptions. End of year offer valid for new accounts through 12/31/2024. Promotional pricing applies for the first year only; standard rates will apply thereafter.

Current package combo

  • Life Hub
  • Tax Lab
  • Retirement GPS
    • Total Risk-Based Guardrails Adjustment Based Planning
  • Retirement Stress Test
  • Social Security Planner
  • Dynamic Longevity Planning
  • Economic Context Capabilities
  • Report Center
  • Automated Plan Monitoring
  • Account Aggregation
  • Integrations
  • Knowledge Base
  • 1-on-1 Onboarding Support

Enterprise and associations pricing

If you're part of an organization or are interested on a special pricing program, please schedule a demo with our team to explore your options.

Contact us

Questions or still not sure which plan is right for you?

Contact Us
Schedule a Demo