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Cetera Financial Professionals

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.

Cetera Annual Pricing

All licenses automatically renew at the standard Cetera Annual Price in Year 2. Advisor pricing increases to $1,430 in Year 3.

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
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