Personalized optimal strategy to enhance the outcome in retirement – Discover & Manage
Investment advice software for Baby Boomers transitioning into, and living in, retirement.
Enhance Retirement Outcome
Through Optimal Strategy
Optimal Social Security claim, investment and annuity mix
Optimal Annuities Mix
Outcome-Based Strategy Selection
Personalized Tax Optimal Withdrawal Order
Income Discovery features one-click optimization that will evaluate a large number of strategies selected by the user and find the one among them that provides the best outcome in retirement.
DOL Fiduciary Rule
Best Interest Justification
We offer multiple tools and services to support
the full business process for retirement income
Schedule a demo
888 966 9469