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IncomeDiscovery - For a Full and Rich Retirement
Introducing the AI-powered platform that makes complex retirement decumulation simple. Our Advanced Income Discovery Analytics (AIDA) platform is already driving revenue growth in the wealth management and retirement plan industry. It’s delivered a Full & Rich Retirement to more than 106,000 retirees with $80 billion in assets, as of 12/31/20.
- AIDA addresses Real World Questions: When can I retire? How much can I spend safely? Can I withdraw for an unplanned expense? From where?
- AIDA combs through thousands of strategic options to determine a personalized optimal strategy for each client.
- It discovers the precise plan that maximizes after-tax Safe Retirement Income by as much as 30%*.
- Reframe the conversation to focus on Safe Retirement Income - an income that has 90% opportunity of being available in the client's mid-90s.
- Offer Safe Retirement Income planning with AIDA, through a direct-to-client app or as an advisor-facing module.
- Generate personalized, clearly presented strategies with AIDA.
- Benefits Providers
- HR Industry
- Financial Advisors
- The elderly at risk of financial insecurity