Social Security and Medicare

Savvy Social Security Planning

Horsesmouth membership program combining Social Security claiming software, client education and marketing for advisors

• RIAs
• Broker-dealers

Financial planningCustom quote

HealthView ServicesIn the news

Retirement healthcare, long-term care and Social Security projection tools and data for advisors and institutions

Financial planningCustom quote

Income LabIn the news

Retirement income and tax planning software for financial advisors

• RIAs

Financial planning12 integrationsPer seat

JourneyGuide

Retirement income planning software that models annuities alongside portfolios, for advisors and insurance distributors

• RIAs
• Broker-dealers
• Insurance

Financial planningSubscription

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning9 integrationsPer seat

MySSAgent

Social Security claiming optimization for advisors, Medicare brokers and annuity producers, with optional expert review

• RIAs
• Insurance

Financial planningTiered

SEI LifeYield

Household-level tax management and retirement income APIs for wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management1 integrationCustom quote

ShoreUp Retirement Solutions

Longevity-adjusted Social Security claiming optimizers, including a couples version for financial professionals

• RIAs

Financial planningSubscription