Solution introduction

Financial planning done right

The first truly dynamic retirement planning technology

Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management.

Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement research, and data science, most retirees could live better financial lives. They set out to build a platform that made advisors’ work easier and their advice better.

The ultimate goal was clear: to help retirees achieve a brighter financial future.

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