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Your clients deserve it. Your advisors need it.
Strengthen trust. Grow share of wallet.
Every client needs a personalized income strategy, and they’re counting on you to deliver it.
Advisors know that every client requires a tax-smart income plan
Traditional tools force advisors to manipulate sliders and guess at tax impacts
Growth-focused firms need income solutions that work for all clients, not just a few
Static approaches lead to suboptimal outcomes and advisor productivity bottlenecks
Our Adaptive Income Discovery Agent (AIDA) enables each advisor to achieve what was previously impossible: delivering deeply personalized, tax-smart retirement income to hundreds of clients without spreadsheets.
Personalized withdrawal strategies for each household
Built-in tax optimization and account-level modeling
Enables advisors to unlock as much as 30% more Safe Income1 or 5x greater legacy value2 for clients’ futures.
Integrates with your existing tech stack.
Functions like a managed account system for Retirement Income; automating strategy, execution, and monitoring
Income Discovery is built by financial professionals for financial professionals.
With 10+ years of experience serving over
148,000 retirees with $150B in assets (as of 12/31/2024) we know advisors need more than spreadsheets to make critical decisions about a client’s retirement income distribution strategy. Intelligent retirement income optimization
can now be scaled to serve millions of households ,so advisors can manage hundreds of clients
with deeply customized withdrawal strategies, all in just one click.
Create a fully personalized retirement income strategy in one click, optimized across Social Security timing, pension settlement, annuity allocation, tax rates, account types, and withdrawal sequencing.
Income Planning 2.0 removes the guesswork, so you can focus on delivering clarity and confidence to your clients.
Turn strategy into execution with quarterly tax-optimized income distributions.
Income Delivery eliminates the need for spreadsheets by handling planned and unplanned spending and Roth conversions, all from a single dashboard.
Track each retiree’s income safety in real time.
SafePathSM gives advisors and clients clear guardrails, identifying when to maintain spending, when to adjust, and how to preserve long-term confidence.
Traditional tools ask advisors to test every combination manually, adjusting sliders,
guessing tax impacts, and hoping for the best.
Income Discovery delivers one-click strategies that unlock more income, better outcomes, and greater confidence, whether your client has a full financial plan or just a portfolio.
Perspectives, research, and updates to help you deliver better retirement income outcomes.
February 4, 2025
February 3, 2025
April 7, 2022
Manish Malhotra, Founder & CEO, Income Discovery
Deliver personalized retirement income strategies that drive client retention, increases share of wallet, and differentiates your firm with scalable personalized retirement income solutions.
