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Traditional tools are built for wealth accumulation and require manual spreadsheets for distributions. Income Discovery is purpose-built for retirement income with strategy, execution, and monitoring in one platform. Our AIDA engine delivers one-click optimization across Social Security, taxes, and withdrawals—replacing trial-and-error approaches with precise, actionable strategies.
Instead of manual spreadsheets and guesswork, Income Discovery provides easy-to-follow account-level distribution instructions with built-in safety determination. Advisors get seconds-to-plan capabilities with compliance-approved, consistent processes that scale across entire firms.
AIDA (Adaptive Income Discovery Agent) is our intelligent planning engine that analyzes thousands of strategy combinations to deliver the best-fit income plan for each household. It simultaneously optimizes across Social Security timing, tax strategies, and account withdrawals in one click, rather than requiring advisors to test combinations manually.
We replace advisor-driven variability with consistent, firm-wide standards for retirement income planning. Our platform eliminates siloed planning processes by providing integrated income execution and monitoring, ensuring all advisors follow the same sophisticated methodology.
Instead of reactive compliance reviews, Income Discovery provides built-in documentation and audit trails. Every strategy decision is documented automatically, creating a consistent, traceable process that reduces regulatory risk across your entire firm.
Advisors can create comprehensive income strategies in seconds rather than hours. Our streamlined input and real-time scenario building eliminates tedious data entry, while automated execution across accounts replaces time-consuming quarterly distribution processes.
Income Discovery enables advisors to confidently manage hundreds of retirement income relationships. Our one-click optimization and automated monitoring eliminate the productivity bottlenecks that limit traditional advisory practices.
Advisors can demonstrate up to 275 basis points3 of additional value to clients through our sophisticated optimization. The platform also shows clear, spendable amounts through our dashboard, making it easy to visualize safe income levels for clients.
Income Discovery can deliver up to 30% more safe income1 and 5x legacy potential2 for clients. Our tax-smart optimization strategies preserve wealth while maximizing spendable income throughout retirement.
SafePath provides real-time confidence monitoring that gives retirees clear guardrails: “Safe Zone” means continue spending as planned, “Adjustment Zone” means reduce spending with confidence. This replaces difficult-to-visualize safe income with clear, actionable guidance.