I use Income Lab for retirement income planning, and it does a phenomenal job visualizing spending capabilities through dynamic guardrails, reducing client confusion. I appreciate that the program is continuing to innovate, which gives me confidence for future use. I find Income Lab easy to use, with a short learning curve that makes it simple to onboard clients and generate understandable outputs. The software is natively intuitive, making it very easy to start linking accounts and move through processes straightforwardly. Review collected by and hosted on G2.com.

I don't love the annuity section. I think that's an area of opportunity. I also wish it were easier to do a side by side showing the impact of changes. I feel like the Play Zone is MoneyGuidePro is something that Income Lab could incorporate into the platform. The issue I have with the Scenarios section is that they are static so if you need to make a change to one scenario you don't have the option to apply that same change to all scenarios, instead you have to duplicate and build a new scenario. This is not efficient but otherwise it's a fantastic planning tool. Review collected by and hosted on G2.com.