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Built for Financial Professionals,
Scaled for Enterprise Success

  • Higher client satisfaction through concierge service
  • Up to 30% increase in safe income1 distributions or 5x increase in legacy2 optimization potential
  • Tax-smart withdrawal strategies that equate to as much as 275 basis points of additional value to clients3
  • Personalized income plans in seconds
  • Each advisor can now create deeply customized withdrawal strategies for hundreds of clients, all in just one click
  • Quick answers for sourcing planned and even unplanned expenses
  • Detailed account level modeling to increase advisor confidence in recommendations
  • Quarterly review-ready dashboards for plan validation and transparency
  • Drive asset consolidation and retention while increasing revenue per advisor
  • Create scalable, institutional-grade lifetime retirement income practices
  • Consistent automated decumulation workflows that reduce regulatory risk

Seamless Integration for
Wealth Management Firms

Full integration via API or UI
Scalable tools with white-label flexibility for brand continuity
SOC 2 Type II certified infrastructure
Modular platform: strategy, execution, and monitoring all in one
Integration with CRM and planning software for a seamless workflow

How it works

Enable every advisor to deliver personalized, tax-smart retirement income strategies that strengthen client trust, grow share of wallet, and drive firm-wide growth.

Explore Our Solutions

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1

Input

Client data flows from existing systems

2

Optimize

AIDA analyzes thousands of strategies instantly

3

Execute

Tax-smart distributions with account-level precision

4

Monitor

Safety tracking and spending adjustments

“We have found Income Discovery to be an incredibly effective and efficient tool for generating and communicating retirement income plans for our clients and prospects. It allows us to quickly target sustainable spending levels, Social Security optimization, distribution timing, and asset allocation.

Bud Green, President, Fortress Wealth Management

Testimonials are provided by current institutional clients. No cash compensation was provided for the testimonials and there are no material conflicts of interest resulting from a relationship with these institutions.

“We’ve learned that moving away from traditional financial plans to those that focus on creating lifetime income in retirement leads to better outcomes for most people.

Dan Keady, Former Managing Director and Chief Financial Planning Strategist, TIAA

Testimonials are provided by current institutional clients. No cash compensation was provided for the testimonials and there are no material conflicts of interest resulting from a relationship with these institutions.

Ready to Scale Retirement Income Excellence Across Your Firm?

Join leading wealth management firms who’ve transformed their retirement income practices with proven, enterprise-grade solutions.

Schedule Your Demo Today

Disclosures

  1. Safe retirement income refers to income with a 90% probability of lasting into a retiree’s mid-90s. It includes all sources—Social Security, pensions, annuities, investment withdrawals, and other cash flows. Strategies such as deferring Social Security, annuity purchases, pension payout choices, allocation changes, tax-efficient withdrawals, and capital gains management can increase safe retirement income. Results vary based on individual factors and market conditions. Projections have risks and limitations.
    See our blog post for details – Optimized personal retirement income strategy
  2. Retirees satisfied with their planned spending may instead focus on maximizing their after-tax legacy. This can be influenced by strategies such as Social Security deferral, pension payout choices, portfolio allocation, tax-efficient withdrawals, and capital gains management. Results vary based on individual factors and market conditions. Projections have risks and limitations.
    See our blog post for details – Optimized personal retirement income strategy
  3. See our white paper Unlocking an Advisor’s Gamma for Optimal Retirement Income Distribution Strategies for a full explanation.
This website is solely for informational purposes and is intended for financial institutions and their professionals.