Financial advisors today have access to sophisticated tools for generating optimal retirement income plans. But with that sophistication comes a new challenge: understanding why a particular strategy is optimal.

Advisors need answers, confidence and clarity. They need to be able to explain recommendations to clients, defend them, and translate complex outputs into meaningful conversations.

That’s why we’re excited to introduce the first release of our AI Companion called AIDA’s Observations.

From Optimization to Explanation

Our platform has always focused on generating optimal income plans. With AIDA’s Observations, we take the next step: helping advisors interpret those results.

Embedded directly within the Plan Results experience, AIDA’s Observations provides a clear, structured summary of key observations—highlighting what’s driving outcomes and why certain strategies lead to better results.

Instead of combing through multiple sections and data points, advisors can quickly see:

• The most important factors influencing the plan
• Key tradeoffs and decisions embedded in the strategy
• How different levers impact income, risk, and long-term outcomes

Designed for Real-World Conversations

AIDA’s Observations aren’t just about saving time, they enable better client conversations. With a concise, dynamically generated summary tailored to each household, advisors can more easily:

• Communicate complex decisions in plain language
• Build trust with clients by explaining the “why” behind recommendations
• Move from analysis to advice more efficiently

And with a simple tool to copy and reuse insights, advisors can seamlessly incorporate these explanations into client communications and presentations.

A First Step Toward Smarter Guidance

Our initial release focuses on interpretation—turning complex plan results into clear, actionable insights. It’s the foundation for a broader vision: using AI to augment advisor expertise, not replace it.

We’re excited to continue evolving AIDA’s Observations to further enhance how advisors understand, explain, and deliver better retirement outcomes.