Details matter. And managing them correctly means more income for your clients in retirement.

Managing the details gets your clients up to 3% more - "Advisor Alpha"

You can help clients make their money last longer with Coordination

Your financial planning software is missing a huge component. Income Solver™ fills the gap and improves your advice quality.

Income Solver^TM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients.

Generate extended portfolio longevity
Demonstrate your Advisor Alpha
Reduce tax liability for clients
Maximize Social Security
Minimize Medicare surcharges
Compare withdrawal strategies side-by-side

With Income Solver^TM, clients receive a personalized strategy that includes all of their retirement resources thoughtfully integrated into recommendations on how to most efficiently generate income, including the following elements:

Income Needs & Expense Management

Spend-Down Strategy

Social Security Claiming

The result of over 10 years of research and software development, Income Solver^TM is a robust analytic engine that marries the best practices of wealth management, tax logic, asset location, and Social Security optimization. This powerful software helps your clients get more and keep more money in retirement.

Show Clients and Prospects How To Make Their Money Last Longer

Create, analyze and compare
Provide detailed phase and event analysis
Guide clients through easy-to-understand visuals
Present personalized, branded reports to clients and prospects