Enter a client manually or import a client from Redtail or TD Ameritrade VEO.
Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform has the elements advisors need to create a comprehensive retirement strategy: tax, income need, and Social Security. Clearly show your clients the value you add.
Get your free trial now!Income InSight quickly and easily shows the impact of different decisions within a client's financial plan. Answer your client’s most important questions and then draw them into a broader retirement income planning process.
Scroll through the screenshots below or view a more in-depth product tour.
Enter a client manually or import a client from Redtail or TD Ameritrade VEO.
Show clients how long their finances will last and what they are losing to taxes.
Make changes to their strategy with a click of a button.
Compare the client's base case and plan case on the same screen.
The Generate PDF tab creates an actionable client-friendly report that outlines all results, inputs, data, and assumptions.
Try Income InSight for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with Income InSight.
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