For advisors · Firm practice
Your retirement practice,
organized.
Manage every client's retirement plan from a single dashboard. Full projection access, real-time scenarios, and report generation — without asking clients to re-enter a single number.
Client Assignments · Sort by name, advisor, or status · Add clients from any view
What's included
Everything your practice needs.
Multi-client dashboard
See all clients in one view — active, converted, expired, pending. Filter by advisor, status, or end date. Know who needs attention without opening a file.
Full projection access
Access every analytics page for every client — cash flow, Monte Carlo, tax liability, Roth conversion, net worth, and more. Their plan, your perspective.
Report generation
Generate a full RetiFlo Report from any client plan — projections, assumptions, and methodology in one printable PDF. Ready for any review meeting.
What-if scenarios
Run scenarios on a client's plan to model different retirement dates, spending levels, or market assumptions. See the impact together, in real time.
Firm management
Add team members, assign advisors to clients, and manage your firm's full roster. Role-based access keeps everything organized.
Getting started
Up and running in an afternoon.
No migrations. No onboarding calls. Your first client can be active the same day.
§ I
Set up your firm account
Create your advisor profile, add your firm details, and invite team members. Takes about ten minutes to get fully configured.
§ II
Invite clients
Send invitation links to clients from the dashboard. When they accept, their plan is immediately linked to your firm.
§ III
Review, run scenarios, generate reports
Navigate any client's full plan — same tools they see, plus the ability to run scenarios and generate reports on their behalf.
Pricing
Per-seat. No surprises.
Pay for the advisors on your team. Clients are always free to add.
Advisor seat
$29
/month per seat
or $290/year per seat (~2 months free)
- Unlimited clients per seat
- Full projection and analytics access
- Report generation and PDF export
- What-if scenario runner
- Team member assignment
- Firm-level billing dashboard
Ready to get started?
Your next client review will be different.
When you arrive knowing the numbers — and so do they — the whole conversation changes.
Set up your practice