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Security & compliance
The vendor hasn’t added security or compliance details yet.
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Pricing
From $199 / mo
Founded
2018
Team size
11-50 employees
Headquarters
Boulder, CO
At a glance
Pricing model
Tiered plans
Try before you buy
About Income Lab
Income Lab is retirement-income and distribution-planning software for financial advisors, built around guardrails-based withdrawal strategies, Social Security optimization, tax analysis and Roth-conversion modeling. It includes Penny, an AI paraplanner for tax analysis and meeting prep. It targets fee-only and independent advisors managing retirees' decumulation and tax strategy.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Income Lab
Income Lab doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Income Lab and Cubbie routes it to the vendor and our procurement team.
