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.
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 in a special pricing program, please contact our team to explore your options.
CURRENT PACKAGE COMBO
Dynamic Income Planning - Economic Context Capabilities
- Integrations
- Knowledge Base
- Total Risk-Based Guardrails
- Report Center
- Social Security Planner
- Unlimited Number of Households
- Unlimited Number of Scenarios
- Automated Plan Monitoring
- Dynamic Longevity Planning
- 1-on-1 Onboarding Support Limited Time Inclusion
- Tax Center Limited Time Inclusion
- Account Aggregation Limited Time Inclusion
- Life Hub Limited Time Inclusion
Still not sure which plan is right for you? Contact us at [email protected]