Pricing Packages

Everything you need for retirement income planning and management

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

Monthly

Annual

10% discount with annual subscriptions

SINGLE ADVISOR
single seat

$159
per person/month

SMALL TEAM
2-9 seats

$149
per person/month

LARGE TEAM
10 or more seats

$139
per person/month

SINGLE ADVISOR
single seat

$143
per person/month
paid annually

SMALL TEAM
2-9 seats

$134
per person/month
paid annually

LARGE TEAM
10 or more seats

$125
per person/month
paid annually

Enterprise and associations pricing

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

CURRENT PACKAGE COMBO

  • icon-okDynamic Income Planning
  • icon-okEconomic Context Capabilities
  • icon-okIntegrations
  • icon-okKnowledge Base
  • icon-okTotal Risk-Based Guardrails
  • icon-okReport Center
  • icon-okSocial Security Planner
  • icon-okUnlimited Number of Households
  • icon-okUnlimited Number of Scenarios
  • icon-okAutomated Plan Monitoring
  • icon-okDynamic Longevity Planning
  • icon-ok1-on-1 Onboarding Support Limited Time Inclusion
  • icon-okTax Center Limited Time Inclusion
  • icon-okAccount Aggregation Limited Time Inclusion
  • icon-okLife Hub Limited Time Inclusion

Still not sure which plan is right for you? Contact us at [email protected]