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Retirement Income Tools for every Advisor

Leverage Investment Link® technology as your fintech partner to attract, retain, and service the needs of clients focusing on retirement income.

Financial Institutions

The financial firms wishing to offer The Retirement Buckets® Income Plan to all of their advisors can license the software and benefit multiple users within their firm.

The advisors will have unlimited access to retirement income plans, but the institution would be charged for the licensing fee.

institutions

Why do I need it.

Third-party retirement income management solutions.

What do I get.

Financial technology platform specializing in retirement income.

How do I get it.

Complete the Information Request Form to start the conversation.

Information Request Form

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