The retirement calculators prospects go looking for — branded as your firm.
Will My Money Last. The Social Security Optimizer. Your Retirement Number. The questions every pre-retiree is already asking, answered by calculators carrying your firm's name — with every run captured as a lead and a PDF report that goes out with your logo on the cover.
Try it live
This is the Confidence Score. Try it.
Drag the inputs — the Retirement Confidence Center's signature instrument, the score prospects share with a spouse. Part of the full center on Professional, running under your firm's name.
● Identified by ProspectMatch
Margaret R. · margaret.r@email.com
Age 60 · ran "Will my money last?" · now a prospect in your dashboard
Illustrative. An anonymous U.S. visitor becomes a named prospect — no form fill.
Calculators that capture the hand-raisers.
Your firm on every screen
Logo, colors, firm name — on the calculators, on the results, and on the PDF report that lands in the prospect's inbox.
The three openers
Will My Money Last, the Social Security Optimizer, and Your Retirement Number — co-branded on every plan, starting with Essential.
The full center
Professional unlocks all 16 calculators including the Confidence Score — the gauge that turns a vague retirement worry into a number worth a first appointment.
Every run captures a lead
A finished run ends with an advisor-branded PDF report, and the contact flows straight into your ProspectMatch contacts for drip.
AI that preps you both
On Professional, prospects get plain-English AI explanations of their results — and you get an advisor portal with AI meeting-prep notes before the first call.
Identification included
Up to 40% of anonymous U.S. visitors who touch the calculators return a verified email at minimum, and for many a full name and postal address.
A calculator run is a hand raised.
Someone who spends ten minutes telling a calculator their savings, their retirement age, and the income they want is not casual traffic. The Retirement Confidence Center captures that moment: the prospect walks away with a PDF report carrying your firm's name on the cover, and the contact lands in your drip. The careful researchers stop disappearing.
Simple plans. No setup fees.
Pick the one that fits. Cancel anytime.
Put your name on the answers.
Pick your plan and your Retirement Confidence Center goes live co-branded with your firm.
No setup fees. Cancel anytime.