MyRetirementPlan.ai for Registered Investment Advisors
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 follow-up items organized between reviews.
Built for
Clients
Prepared reviews
Living plans
Premium client experience
App Preview
Retirement Horizon
Model timing, income, and withdrawal choices with clearer long-range visibility.
Branded Experience
Always-On Planning: A Client Benefit from the Advisory Firm
The advisory firm is giving clients a branded tool to keep the plan visible, organized, and...
What Clients See
Clients understand the advice better
They can see how retirement income, taxes, portfolio risk, estate readiness, and...
Households stay engaged
Spouses and family stakeholders can share a clearer planning baseline and reduce...
Why Registered Investment Advisors Care
More scalable planning delivery
The app can support onboarding, data collection, reports, AI-guided summaries, and...
More complete client context
Connected accounts, documents, projections, and household details help the advisor see...
White Label + Trust
White-labeled to the advisory firm
The experience can carry the RIA's brand, client language, colors, disclosures, support routing, selected...
Privacy and security for confidential advisory relationships
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,...
Platform Capabilities
MyRetirementPlan.ai is operated by MyRetirementPlan.ai, Inc.
Informational and educational purposes only. MyRetirementPlan.ai is financial technology software and does not provide financial, investment, tax, legal, insurance, fiduciary, broker-dealer, or advisory services. It does not guarantee investment performance, retirement income, savings results, tax outcomes, legal outcomes, insurance suitability, or any specific financial result.
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