Premium client meetings
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-led retirement confidence
Give every client a living retirement plan between advisor meetings.
Help RIAs deliver a branded planning experience that keeps client data, retirement projections, portfolio context, and next steps organized between reviews.
Confidence Builds Relationships
Give clients a premium planning experience between every meeting.
When clients can see the plan, advisor conversations become more focused, more collaborative, and more trusted.
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For registered investment advisors.
Simple to Launch
State-of-the-art financial tools, made easy for registered investment advisors.
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
Advice between reviews
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
Planning at scale
Built for lifelong relationships
Registered Investment Advisors + 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 client experience that keeps the plan alive
Show clients the connection between their financial picture, portfolio, tax, estate, and retirement decisions in one branded place.
Relationship Impact
Confidence makes advice easier to value
A living client portal helps clients trust that the advisor is present between reviews, not only during scheduled meetings.
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
Prepare better reviews
Connected data, documents, and projections help both client and advisor arrive with clearer context.
Moment 02
Explain tradeoffs visually
Clients can compare scenarios and understand why advice changes as facts change.
Moment 03
Keep follow-through visible
Reports, tasks, and AI-supported summaries make planning progress easier to remember and act on.
Product Ecosystem
Place advisor services inside a living client plan
RIAs can incorporate planning services, portfolio models, tax and estate coordination, insurance review partners, document workflows, and meeting preparation into one client planning ecosystem that keeps advice connected between reviews.
Products can be presented as education, planning context, and next-step options subject to applicable suitability, fiduciary, insurance, lending, and compliance standards.
Advice becomes visible
Clients can see how portfolio, tax, income, estate, and protection decisions relate to the plan they discuss with the advisor.
Service becomes scalable
Approved workflows, document requests, reports, and planning prompts can help advisors deliver more consistent client value.
Standards stay clear
Advisor-facing and client-facing content can be aligned to the firm's fiduciary, disclosure, and review processes.
Connected Accounts & Retirement Agent
Guided tools for registered investment advisors 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 RIA problem is continuity between advice moments.
Advisors deliver valuable guidance, but client facts, documents, questions, and next steps can scatter between annual or quarterly meetings.
Clients worry about retirement long before and long after a formal review, and they need a place to understand what changed.
Advisory teams need scalable ways to collect data, explain tradeoffs, prepare reviews, and keep planning recommendations actionable.
People Helped
How clients benefit
Clients understand the advice better
They can see how retirement income, taxes, portfolio risk, estate readiness, and protection choices connect inside one branded experience.
Households stay engaged
Spouses and family stakeholders can share a clearer planning baseline and reduce confusion around next steps.
Questions become prepared conversations
Clients can explore scenarios and arrive at advisor meetings with better context instead of anxiety and guesswork.
Retirement Worry
Will I have enough for retirement, and what should I do next?
The biggest client worry: Will I have enough and what should I do?
RIA clients want confidence, but confidence requires current retirement facts, clear assumptions, and decisions they can understand. The app helps make the plan visible so advisor conversations become more focused and productive.
Vision
A client-facing planning companion for RIAs
The RIA version can combine client onboarding, financial picture building, retirement projection, portfolio analysis, documents, tax and estate readiness, reports, and advisor collaboration.
1
Keep the client plan alive between meetings.
2
Support advisor review prep with cleaner data and clearer reports.
3
Help clients understand tradeoffs before making major decisions.
White Label
White-labeled to the advisory firm
The experience can carry the RIA's brand, client language, colors, disclosures, support routing, selected modules, and advisor workflow expectations.
Firm-branded client portal and planning experience.
Advisor-focused modules and client-facing education.
Configurable disclosure and support language.
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 confidential advisory relationships
RIA clients expect their financial life to be treated with discretion. The app experience should reinforce fiduciary-quality care through secure data handling, clear client consent, and governance that supports the firm's compliance process.
Designed for high institutional expectations
Client-controlled planning inputs
Clients can choose what accounts, documents, and household facts to provide so guidance is useful without making data sharing feel opaque.
Advisor access with boundaries
Role-based access, secure document handling, and support for advisor workflows help firms manage sensitive planning information responsibly.
Compliance review support
Configurable disclosures, audit-friendly records, and firm-approved content paths help the branded experience align with supervisory expectations.
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.
Tax Planning
Coordinate projections, withholding, conversions, harvesting, and document workflows so tax decisions stay tied to the broader plan.
Estate Planning
Organize wills, trusts, beneficiaries, legacy documents, and asset inventories so family planning is not left for later.
Documents & Reports
Upload documents, analyze them with AI, and package progress or planning into reports that people can actually use.
Stakeholders
Why RIAs care
More scalable planning delivery
The app can support onboarding, data collection, reports, AI-guided summaries, and task follow-through.
More complete client context
Connected accounts, documents, projections, and household details help the advisor see what changed between meetings.
A premium client experience
White labeling lets the RIA deliver modern planning technology without sending clients into a generic third-party brand.
Vision
Transformative change for advice delivery
The advisory firm shows it cares by giving clients a place to understand their future every week, not only at review time.
1
Make advice easier to understand and act on.
2
Reduce administrative friction in planning workflows.
3
Create a modern client experience that supports fiduciary conversations.
Schedule a Demo
Make every client review more prepared.
Schedule a demo to see how a white-labeled client planning app can support advisory delivery.