The advisor-grade benefits intelligence platform. Deep analysis, client-ready reports, zero manual spreadsheets.
Start Free TrialEmployer benefits are a black box. Your clients have pensions, 403(b) matches, and medical plan choices you can't model in your planning software.
You're guessing — or spending hours with spreadsheets — to estimate a client's pension value or optimal retirement date.
You can't generate a professional report that shows the full picture of a client's employer benefits alongside their financial plan.
Every employer is different, and keeping up with plan changes across multiple clients is a full-time job.
Nancy knows the details of complex employer benefit plans — pension formulas, match tiers, vesting schedules, medical plan structures, and more.
Model multiple retirement scenarios side-by-side. Change one variable and see the ripple effect across pension, taxes, IRMAA, and income projections.
Generate professional, print-ready reports that break down your client's total compensation and retirement picture. Perfect for review meetings.
Quick entry for client data, scenario manager for multiple what-if analyses, and notes that persist across sessions. Built for how advisors actually work.
Real scenario
Mark is a financial advisor with a client, Tom, who works at Mayo Clinic. Tom wants to retire at 63, but Mark can't model Mayo's pension formula in his financial planning software.
Mark opens Nancy in advisor mode, enters Tom's details via quick entry, and instantly sees the pension calculation, 403(b) projections, IRMAA impact, and a full income timeline through age 95.
He saves three scenarios — retire at 62, 63, and 65 — generates a comparison report, and walks into his next meeting with Tom fully prepared. What used to take half a day now takes 10 minutes.