Network consistency
Easy for the organization
White-label the brand, choose capabilities, align disclosures, route support, and launch without making the rollout feel heavy.
Launch in phases
Advisor enablement at scale
Equip advisors with a branded retirement confidence experience.
Help broker dealer networks give advisors a scalable, white-labeled app for client onboarding, planning context, retirement conversations, and next-step follow-through.
Confidence Builds Relationships
Equip advisors with a client experience that raises confidence across the network.
A consistent white-labeled planning app helps advisors deliver care at scale while strengthening the firm's value proposition.
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For broker dealers.
Simple to Launch
State-of-the-art financial tools, made easy for broker dealers.
My Retirement Plan is designed to be super easy for the organization to deploy and super easy for people to use. The result is a branded system built to help drive a lifelong relationship between the organization and every consumer, employee, member, client, or policyholder it serves.
This is the kind of benefit most organizations could not realistically give until now without huge spend: a personalized planning ecosystem under their own brand that can help improve retention from clients and members to employees and policyholders.
01Brand
02Configure
03Invite
04Grow
Advisor leverage
Easy for every user
People connect accounts with consent, answer simple prompts, ask the retirement agent questions, and see plain next steps.
Connect with consent
Relationship retention
Built for lifelong relationships
Broker Dealers + every person they serve get more reasons to stay engaged through plan updates, life events, product education, reports, reminders, and timely check-ins.
Stay useful for life
Visual Experience
A scalable experience advisors can put in front of clients
Give the network a repeatable visual journey for onboarding, projections, documents, portfolio context, and retirement conversations.
Relationship Impact
Confidence scales stronger advisor relationships
Clients gain confidence when every advisor can offer a clear planning journey, and advisors feel better supported by the firm.
Retirement Agent Preview
Guided tools, connected data, and next-step prompts for real retirement decisions.
The experience should feel built for people planning income, protection, family, and peace of mind.
Moment 01
Create a consistent client journey
Firm-approved workflows help advisors present a modern experience without losing personal relationship value.
Moment 02
Support advisor productivity
Document collection, planning context, and reports reduce repetitive work before and after meetings.
Moment 03
Strengthen firm loyalty
Advisors see the broker dealer investing in tools that make their practice easier to grow.
Product Ecosystem
Connect firm capabilities to client planning at scale
Broker dealers can incorporate brokerage, advisory programs, retirement income tools, annuity or insurance education where appropriate, portfolio analysis, documents, and advisor workflows into a governed planning ecosystem for advisors and clients.
Products can be presented as education, planning context, and next-step options subject to applicable suitability, fiduciary, insurance, lending, and compliance standards.
Firm offerings gain context
Products and programs can be presented around client goals, risk, income needs, protection gaps, and planning milestones.
Advisors gain leverage
The firm can provide a repeatable planning experience that helps advisors prepare, explain, document, and follow through.
Supervision remains central
Approved education, disclosures, role-based access, and audit-friendly workflows help support enterprise governance.
Connected Accounts & Retirement Agent
Guided tools for broker dealers without overpromising outcomes
Users can connect eligible financial accounts with consent, then use a retirement agent experience inside My Retirement Plan to ask questions, run planning scenarios, organize action steps, and automate reminders or check-ins that may support more informed retirement decisions.
The experience is designed for education, planning support, and workflow automation. It does not guarantee investment performance, retirement income, savings results, or any specific retirement outcome.
Connect the financial picture
Eligible bank, investment, credit, debt, and retirement accounts can be connected so guidance can reference more current user-permissioned data.
Retirement agent guidance
Users can ask planning questions, compare assumptions, surface tradeoffs, and get suggested next steps that remain subject to review and professional judgment where applicable.
Automation with guardrails
Tools can automate reminders, action lists, scenario refreshes, and document/report workflows, while avoiding promises that any action will produce a guaranteed result.
Industry Problem
The broker dealer problem is consistency across many advisors.
Advisor networks need modern digital tools that improve client experience without fragmenting supervision, workflows, and brand standards.
Clients expect personalized answers about retirement, income, risk, and protection, but advisor practices vary in how consistently they package those conversations.
Operational teams need scalable enablement that supports growth while keeping planning, communication, and disclosures organized.
People Helped
How clients and advisors benefit
Clients get a more consistent experience
They can use a clear planning app that helps organize facts, questions, scenarios, and retirement confidence signals.
Advisors get leverage
Client onboarding, document collection, projections, reports, and AI-supported summaries can reduce repetitive work.
Households understand recommendations
The experience can explain how portfolio risk, savings, insurance, and retirement timing connect to client goals.
Retirement Worry
Will I have enough for retirement, and what should I do next?
The biggest client worry: Do I have enough and what risks should I manage?
Clients want help connecting investment decisions to retirement income, debt, insurance, taxes, and family goals. The app helps turn those concerns into structured planning conversations advisors can support.
Vision
A scalable client planning layer for advisor networks
The broker dealer version can combine advisor operations, client onboarding, retirement projection, portfolio analysis, insurance planning, documents, and reports in a branded experience.
1
Create a repeatable retirement conversation across the network.
2
Give advisors a client-facing planning workspace.
3
Support consistent workflows while preserving advisor relationships.
White Label
White-labeled to the firm or network
The platform can carry firm branding, approved language, colors, disclosures, support paths, advisor modules, and selected capability bundles.
Firm-branded client and advisor experience.
Configurable capability access by advisor model or rollout phase.
Disclosure and support language aligned to firm standards.
White-Label Preview
The experience can carry the organization's brand while keeping planning tools, disclosures, and support paths aligned.
Data Privacy & Security
Privacy and security for supervised advisor networks
Broker dealers need a scalable experience that protects client data while supporting supervision, approved messaging, and consistent digital delivery across many advisors.
Designed for high institutional expectations
Controlled advisor and client access
Role-based permissions and secure client workspaces help protect planning data while giving advisors the access they need to serve clients.
Governed content and disclosures
Approved education, configurable disclosures, and firm-aligned governance help reduce ambiguity in a network-wide rollout.
Audit-friendly operations
Activity records, secure document workflows, and consistent deployment patterns give compliance and operations teams audit-friendly oversight.
Platform Capabilities
The app vision uses proven planning workflows.
Advisor Operations
Run advisor onboarding, billing, invitations, analytics, and client delivery from one workspace instead of stitching together separate tools.
Financial Picture
Build a connected view of assets, liabilities, income, expenses, and household reality in one live planning system.
Retirement Projection
Run projection scenarios for timing, savings, income, and drawdown decisions before those choices become expensive to reverse.
Portfolio Analysis
Upload and analyze portfolios with benchmark visibility, model comparisons, and AI-assisted document understanding.
Insurance Planning
Model life insurance targets, track active policies, and flag protection gaps before they become household risk events.
Documents & Reports
Upload documents, analyze them with AI, and package progress or planning into reports that people can actually use.
Stakeholders
Why broker dealers care
Network-wide advisor enablement
A common planning experience can improve service consistency without replacing advisor judgment.
More scalable supervision support
Branded workflows, disclosures, and approved messaging patterns can make digital delivery easier to govern.
Stronger advisor recruiting story
Modern client-facing technology helps firms show advisors they are investing in practice growth and client experience.
Vision
Transformative change for advisor-client relationships
A broker dealer can help advisors show clients more care, clarity, and consistency around the retirement question that matters most.
1
Raise the floor for digital client experience.
2
Make planning conversations more prepared and repeatable.
3
Help advisors scale care without making the relationship feel generic.
Schedule a Demo
Give advisors a better planning experience to deliver.
Schedule a demo to see how a white-labeled app can support advisor enablement and client retirement confidence.