Public Beta
For financial professionals
A CFP-grade planning tool
ready for your clients.
MyRetirement.io is currently in public beta and open for exploration.
We're inviting financial advisors, planners, and wealth management practices
to test the tool, share feedback, and inquire about white-label licensing
for your firm.
◆ Beta Status
The tool is live and fully functional. All features —
multi-account projections, Social Security optimization, Monte Carlo simulation,
tax planning, and 40+ planning scenarios — are available now at no cost.
We're in beta because we're actively refining the experience based on real-world
feedback before a formal launch. Your input at this stage directly shapes the product.
What advisors get
◈
Your brand, your subdomain
Serve the tool at myretirement.yourfirm.com with your logo, firm name, and contact details. No MyRetirement.io branding visible to your clients.
◈
Zero maintenance
All improvements, new features, and compliance updates are applied automatically. You get a better tool every month without touching a line of code.
◈
Client scenario sharing
Encrypted seed sharing lets clients send their exact scenario to you — and you to them — securely. No accounts, no stored data, no compliance risk.
◈
Compliant by design
Zero client data is stored or transmitted. All calculations run in the browser. The tool presents financial information, not advice — clear disclosure language throughout.
◈
Flat monthly fee
One price covers unlimited client use. No per-seat licensing, no per-client fees, no usage caps. Price scales with the tier of customisation, not with your book of business.
◈
Beta pricing
Advisors who join during beta receive preferred pricing locked in for the first 12 months. Early adopter pricing is the lowest we will ever offer.
Inquire about licensing
Serve this tool to your clients
at myretirement.yourfirm.com
Submit your information below and we'll be in touch. We're adding more details
about pricing and onboarding as we approach launch — but advisors who register
interest now will be first to hear, and will receive preferred beta pricing.
Typically live within a week of onboarding. No long-term contract required during beta.
Or reach us directly: hello@myretirement.io
· We respond within one business day.
See exactly what your clients would experience.
The full tool is free and requires no account. Open it, fill in three sections, and see your retirement picture — the same tool your clients would use at your subdomain.
Open the calculator →