Retirement Planning Software Your Clients Will Actually Open

Built for financial advisors and CFPs whose clients should be engaged with the plan between reviews, not just during them. Most planning tools are made for the advisor and merely tolerated by the client. RetirePlanAI is made for the person whose retirement it is, and gives you the view across all of them.

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CLIENT MANAGEMENT

Sign Up and Manage Your Clients

Add clients to your practice and keep every plan in one place, instead of chasing spreadsheets and one-off PDFs between reviews.

  • Invite clients directly. They get their own login to a plan carrying your firm's branding
  • See your whole book on one roster, with plan completeness at a glance
  • Clients keep working between meetings, so review calls start from current data
Your annual review stops being a data-gathering exercise and starts being a conversation.
PLAN VISIBILITY

See What Your Clients See

Open any client's plan and work from the same numbers they do: Monte Carlo, Roth conversion windows, Social Security timing, withdrawal sequencing, year-by-year cash flow.

Clients you invite are connected to your practice from their first login, so their plan is visible to you as they build it. They can see you have access and can revoke it at any time.
YOUR BRAND

Your Firm, Alongside Ours

Add your logo so the tool your clients use between meetings carries your practice's name, not just ours.

  • Your logo presented alongside RetirePlanAI throughout the app
  • Clients see the software as part of what working with you includes
  • The planning work you do stays visibly attached to your firm
The software becomes part of your offering rather than another subscription your client happens to have.

Why Advisors and CFPs Look at Us

Clients Engage With It

Built first for the individual planning their own retirement, so it survives contact with a client who isn't a finance professional.

Serious Tax Modelling

Federal, state and payroll tax inside the Monte Carlo engine, not bolted on afterwards as a flat effective rate.

Fewer Between-Meeting Emails

An AI coach answers the small questions from the client's own plan at 9pm on a Sunday, so the ones that reach you are the ones worth your time.

Pricing

Priced to the size of your practice: by how many advisors and how many clients you bring, never as a percentage of assets.

Tell us how you work and we'll put a number in front of you.

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Common Questions

Do you take custody of assets or require an AUM relationship?

No. We are planning software. We hold no assets, execute no trades, and have no AUM requirement. There are no bank or custodian integrations. Plan data is entered directly.

Do I have access to a client's plan straight away?

Yes. A client who signs up through your invitation is connected to your practice from their first login, so you can see their plan as they build it. The client can see that you have access and can revoke it at any time.

Does RetirePlanAI give my clients financial advice?

No. RetirePlanAI is a modelling and education tool, not a registered investment adviser, and nothing in it is financial advice. The advice relationship is yours.

What does co-branding actually include?

Your firm's logo and name presented alongside RetirePlanAI inside the app. Tell us what your practice needs and we'll tell you plainly what we do and don't do.

Let's Talk About Your Practice

Tell us how you work with clients today and we'll show you where this fits.

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No commitment. We'll reply by email.