Solution introduction

Simplifying the Way Investors Generate Predictable Income

A patented, Institutional-grade income-planning technology designed for financial professionals and their clients

Build durable spending plans with reddi
Through a simple process and technology platform, reddi empowers advisors to develop a spending plan for
clients desiring reliable income over a designated period of time.

Decumulation is complex, but managing it doesn’t have to be. Even advisors without significant planning experience or deep technological expertise can efficiently and effectively execute portfolios that provide a predictable set of drawdowns based on investor income needs and timelines.

 

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