Pricing

Flexible pricing options no matter the size
of your team

PRICING PACKAGES

Everything you need for retirement income planning and management

Each plan includes access to plan monitoring and management, tax planning, economic context capabilities, the actuarial engine, and the ability to create an unlimited number of households and plans.

Income Lab is only available to financial professionals. However, if your financial advisor uses Income Lab, he or she may give you client access, which will allow you to collaborate on your retirement income plan.

SINGLE ADVISOR

For those who need a single seat.

$159

per person/month

10% discount for annual plans.

SMALL TEAM

For smaller teams who need
2-9 seats.

$149

per person/month

10% discount for annual plans.

LARGE TEAM

For larger teams who need 10
or more seats.

$139

per person/month

10% discount for annual plans.

Still not sure which plan is right for you, or looking for an enterprise level solution?
Contact us at [email protected]