Home / Financial planning / Income Lab

Income Lab

Financial planning · Tax planning

Retirement-income planning with guardrails, an AI Plan Builder, Social Security optimizer and tax tools. ↗ incomelaboratory.com/pricing

Verified 2026-11-04 against the vendor's own pages

Visit Income Lab Claim listing

Pricing

Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free.

↗ incomelaboratory.com/pricing

Integrations

  • Redtail
  • Wealthbox
  • Salesforce
  • Schwab
  • Fidelity
  • Orion
  • Black Diamond

↗ incomelaboratory.com/pricing

Security & compliance claims

  • SOC 2 Type II

↗ incomelaboratory.com/pricing

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Compare Income Lab

Similar tools

  • NitrogenPortfolio & proposal generation · Financial planningModular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle sho…Verified 2026-11-04
  • RightCapitalFinancial planningBasic $149.95, Premium $209.95, Platinum $254.95 per advisor/mo. Assistant access $40/mo.Verified 2026-11-04
  • Conquest PlanningFinancial planningNot published. A self-serve offering for independent advisors is listed as coming soon; en…Verified 2026-10-26
  • Hazel AI (Altruist)Tax planning · Financial planningHazel Platform $60/seat/mo. Tax Planning Agent $160/seat/mo. Financial Planning Agent $300…Verified 2026-11-04

Related