Powerful tools to help unlock
new planning opportunities

The new era of income planning has arrived 

There’s no shortage of digital planning tools available. Our goal is to bring the best of what the industry has to offer together in one place to make it easier for you to help your clients plan for the future.

Envestnet MoneyGuide
Annuity insights 

Keeping track of every annuity contract written can be time-consuming and inefficient for most financial professionals. This is important because the annuity a client purchased years ago may not be the one they need today. The Annuity Insights engine can surface and identify potential opportunities to help your clients achieve their desired outcomes.

Envestnet MoneyGuide

Through the powerful combination of MoneyGuide and FIDx, financial professionals can incorporate annuities within customized financial plans to help clients address their income and protection needs.  

From plan to product implementation, you can work with clients to compare, propose, and manage annuity contracts within the plan.  

iRetire® by BlackRock®

iRetire is a fast and repeatable way to kick-start the conversation around retirement income. In just a few minutes, you’ll be able to see how you can help your clients navigate tradeoffs in how they save, spend and invest to and through retirement.  

iRetire can be used with both prospects and clients. 

We're more than a platform.

Let us bring ease in building a more holistic plan for your clients.


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Retirement Planning Made Easy | FIDx \